Linking Portfolios

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. To link it to a different portfolio in Stock Rover, click the grey dropdown arrow, circled below, for a ‘Quick Portfolio Link Change’ menu.

quick link menu button

This will reveal a menu of all your Stock Rover portfolios:

quick link menu

Select the one to which you want to link your brokerage portfolio. You can also select ‘Not Linked’ if you don’t want that brokerage portfolio to be linked to a Stock Rover portfolio.

Connect to Multiple Accounts Updating Linked Portfolios