Disconnect a brokerage account

Canceling your entire brokerage subscription disconnects all linked accounts automatically. To remove a single account while keeping your subscription active, disconnect it manually from the Account Dashboard.

Disconnect one account

1. Go to your Account Dashboard on the SheetsFinance website.

2. Open the Brokerage tab.

3. Click the X icon on the right of the account card you want to remove.

4. Click Remove to confirm.

The account will disappear from your connected list and its credentials will be invalidated. Closed connections are not shown as a separate status; see Brokerage account states for how closed compares with pending, active, and disabled.