How do I disconnect a brokerage?

You can end a brokerage connection any time, and nothing changes at the brokerage itself. You can also take a single account off while keeping the rest.

Disconnect a brokerage

1. 1

   Open Your brokerages

   On Investing, choose Brokerages at the top. On a phone it's the gear button.

2. 2

   Choose Disconnect

   Press Disconnect next to the brokerage, read what happens, then confirm with Disconnect.

What happens when you disconnect:

• We end the connection at SnapTrade or Plaid right away, so it stops sharing data and no longer counts as a connection on your plan.
• Its accounts and their holdings leave Investing and your net worth, along with any changes you made to them.
• Nothing changes at your brokerage, and you can connect it again any time.

You can also disconnect from an account's Details tab: under Brokerage connection, choose Disconnect.

Remove just one account

One brokerage connection can share several accounts. To take one off and keep the others:

1. 1

   Open the account

   Pick it from the switcher at the top of Investing, or from the Accounts list.

2. 2

   Choose Remove

   It's on the account's card, and as Remove account on its Details tab.

3. 3

   Choose Remove just this account

   Then press Remove account.

The account leaves Finly Money and stays off when the brokerage syncs. Your own changes to it (names, notes, holdings or trades you added) are deleted. The connection stays, so it still counts on your plan.

If it's the only account that brokerage shares here, the dialog suggests disconnecting the brokerage instead, since that also frees the connection on your plan.

Delete an account you track by hand

Open the account, choose Delete, then Delete account. This deletes it with its holdings and every trade, dividend and deposit you recorded, and it can't be undone.