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Managing a connection: sync, reconnect, disconnect

Resync, reconnect, disconnect safely, or permanently remove one account.

Where connections live

Every account you connect shows as a row under Settings, then Connections, on the Auto-sync tab. Each row shows its status and gives you a few controls.

Managing a connection: sync, reconnect, disconnect, screenshot 1


Sync on demand

New trades come in on a schedule on their own, but you can pull the latest any time with Resync now. For a fuller refresh, some accounts also offer Pull full history, which refetches every trade since the account opened. This can take a few minutes and runs in the background.


Reconnect a stale login

If a row says a reconnect is needed, your login details most likely changed on the broker's side. Open the account and reconnect with your current read-only login, and syncing picks back up where it left off.


Disconnect

Choose Disconnect to open the account-removal dialog. The permanent-removal option starts unchecked, so Disconnect is the safe default. It removes the saved login, stops new trades from syncing, and keeps imported history in your journal. You can reconnect the account later.

Managing a connection: sync, reconnect, disconnect, screenshot 2


Delete an account permanently

To remove the account and its imported trading history from TradeDNA in the same dialog, select Permanently remove this account and delete all imported history. The primary action changes from Disconnect to Delete permanently.


Before you confirm, TradeDNA shows the account impact:

  • Imported trades

  • Imported fills

  • Open trades

  • Trade attachments

  • PlayBooks detached

  • Active prop journeys stopped

  • Other account records

Permanent removal also clears saved account reports and generated performance summaries so they can rebuild from your remaining data. Your journal entries and past Coach conversations remain unchanged, and past conversations are not rewritten.


An account you already disconnected appears in the Disconnected section with Reconnect or Restore and a direct Delete permanently action. That action opens the same impact review in permanent-removal mode.

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