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How to add a new/updated account to an existing connection

How to add a new/updated account to an existing connection within Tradesyncer

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Written by Tradesyncer
Updated this week

πŸ”„ Step 1: Delete the Existing Connection

  1. Log into the platform.

  2. Navigate to the "Connections" page from the main menu.

  3. Find the connection where the new/updated account is located.

  4. Click on the "Delete" button next to the connection. This removes the current setup.

πŸ”„ Step 2: Re-add Your Connection

  1. After deleting the previous connection, go back to the "Connections" page.

  2. Click on the "Add Connection" button.

πŸ”„ Step 3: Set Up and Manage Your New Connection

  1. Once the new connection is added, ensure it’s linked properly to your Tradesyncer setup.

  2. Don't forget to enable the accounts again.

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