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How to Disconnect a Broker Account

Overview​

Safely disconnect a broker account from Tradelyser.

⚠️ Before Disconnecting​

What Happens​

  • Auto-sync stops immediately
  • Existing trades remain in Tradelyser
  • Connection credentials removed
  • Can reconnect anytime
  • No data is deleted

When to Disconnect​

🔴 Switching to different broker
🔴 Account no longer active
🔴 Security concerns
🔴 Testing different brokers

Steps​

1. Go to Accounts Settings​

  1. Navigate to Settings > Accounts
  2. Find the account to disconnect

2. Open Account Menu​

  1. Click three dots (⋮) next to the account
  2. Account menu opens

3. Select Disconnect​

  1. Click "Disconnect Account" option
  2. Confirmation dialog appears

4. Confirm Disconnection​

  1. Read the warning message
  2. Understand implications
  3. Click "Disconnect" button

5. Disconnection Complete​

  • Success message appears
  • Status changes to "Disconnected" 🔴
  • Auto-sync stopped

Success!​

Broker account is disconnected.

After Disconnection​

What's Preserved​

✅ All existing trades remain
✅ Historical data intact
✅ Analysis and reports available
✅ Journal entries unchanged
✅ Tags and notes preserved

What Stops​

❌ Automatic trade sync
❌ Real-time position updates
❌ New trade imports
❌ Auto-sync schedules

Reconnecting Later​

  1. Click "Connect" button on disconnected account
  2. Or add as new account
  3. Complete authorization again
  4. Trades won't duplicate

Alternative: Archive Instead​

Archive vs Disconnect​

Archive: Hide account, keep connection Disconnect: Stop sync, remove connection

To Archive:

  1. Click three dots menu
  2. Select "Archive Account"
  3. Account hidden but still connected

Quick Tips​

  • Disconnect doesn't delete your data
  • Can reconnect anytime
  • Trades remain for analysis
  • Use archive to temporarily hide

Managing Multiple Accounts​

  • Disconnect unused broker accounts
  • Keep active accounts connected
  • Archive old accounts
  • Delete only if permanently closing

Next Steps​

Troubleshooting​

Can't disconnect? Refresh page and try again
Disconnect button missing? May already be disconnected
Trades disappeared? Check account filter
Want to reconnect? Follow connect guide
Need help? Contact support@tradelyser.com

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