Tutorial: Unlinking Investment Account

September 30, 2022

Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

Although we hope you never need to disconnect your investment account, we make it easy to do so. If you unlink your account, you have the option to save it as a manual portfolio without any restrictions associated with a connected account. You can always relink your account with a few clicks to continue receiving automated updates.

Two Options to Unlink

To find your connected accounts, click on "Connected accounts" in the bottom left of the sidebar. This will take you to the Net Worth page, allowing you see your entire net worth, connected accounts, Asset Groups, manually entered portfolios, and draft portfolios.

Press "Connected accounts" in the sidebar

Net Worth page under My Account

Press "Disconnect" next to the account you'd like to unlink and the following pop-up will appear. If you choose to keep the portfolio as "manually added", all the portfolio items will stay in the system and the product will treat your portfolio as a manual portfolio -> the only difference will be that you will not get automated updates to your portfolio. Any restrictions associated with your connected account will disappear (e.g. if you have a brokerage that blocks Personalized Recommendations, they will no longer be blocked). If you choose to delete the portfolio, all of your portfolio items will be removed from the system entirely.

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This website is for informational purposes only and does not constitute an offer of investment management or investment advisory services by Global Predictions, Inc. (“Global Predictions”), and may not be relied upon in connection with any offer or sale of securities or other assets. Nothing on the website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

The contents of the website may contain forward-looking statements that are based on management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Global Predictions itself or its investments. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. All expressions of opinions are subject to change without notice. Inherent in any investment is the risk of loss. Further, past performance is not indicative of future results.

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