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 or select New Portfolio.

Updating Linked Portfolios

Once connected to your brokerage, your portfolios are linked portfolios. Your linked portfolio can be modified. You can edit several fields in the event that Yodlee does not import the correct info. To learn how to do this, please click on this link.


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Connecting to Brokerage Houses Unlinking Portfolios