Managing Accounts

Every account you connect shows up on the Connections page, grouped under its broker, so you manage them all from one place.

Managing Your Accounts

Every synced account appears on the Connections page, grouped under its broker connection. From there you can:

• See each account's name, ID, and balance
• Check connection health at a glance (green = healthy)
• Reconnect a connection that has dropped
• Delete a connection you no longer need

Deleting a connection pauses every copy group that relies on its accounts. Re-add the connection to resume copying.