Open Settings > Connections and choose the account's method. Live broker and wallet connections appear under Auto-sync. File-import accounts appear under Import files, called Import on compact screens. Hand-entered accounts appear under Manual logging, called Manual on compact screens.

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Open Import files and find the account by name. On desktop, choose Disconnect on its row. On compact screens, tap the account name to open Account settings, then choose Disconnect. In the confirmation dialog, leave permanent removal unchecked to keep the imported history. To delete that account and its history, select Permanently remove this account and delete all imported history, review the impact, then choose Delete permanently. These are two different outcomes; choose the one you intend. Disconnecting a CSV account hides it from active imports and preserves its history; it does not remove any broker login because file imports do not use one.

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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.

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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.

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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.

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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.

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Before you confirm, TradeDNA shows the account impact:

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.

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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.