How do I change which portfolios are linked to my brokerage accounts?

After the initial connection (which automatically creates new brokerage-linked portfolios with the name of the portfolios from your brokerage), you can easily change which portfolios are linked to which brokerage accounts by using the ‘quick link’ dropdown in the Brokerage Connections window.

To do this, first select ‘Portfolio Tools’ from the Start Menu in the leftmost panel in Stock Rover. Then select ‘Brokerage Connect’ from under the Portfolio Tools section.

Then follow the process that is illustrated here.


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