Tutorial
Tutorial: Unlinking Investment Account
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, manually entered portfolios, and draft portfolios.
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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