By default, the portfolios in your connected brokerage accounts (that is, the portfolios that appear in the Brokerage Connections panel) will be linked to a new portfolio with the legal name of the portfolio as it appears in your brokerage account. If you don’t want the portfolio linked, click the grey dropdown arrow, circled below, for the ‘Quick Portfolio Link Change’ menu.
This will reveal a menu of all your Stock Rover portfolios:
Select ‘Not Linked’ if you don’t want that brokerage portfolio to be linked to a Stock Rover portfolio.
Once unlinked the Stock Rover portfolio will remain intact, but it will no longer receive automatic updates.
