Un-linking a brokerage account
Hi, I recently changed the user ID on my brokerage account and understand that I need to re-link the account using the new ID. However, I'm having trouble finding the button to unlink a brokerage account. The 'un-link' button used to be within the 'link' menu, but it no longer appears when I click that button. Can you please direct me to the 'un-link brokerage account' button? Thanks
Never mind. I was able to manage by deleting the portfolios and linking the brokerage account as a new account. Problem solved.