By default, the portfolios in your connected brokerage accounts (that is, the portfolios that appear in the Brokerage Connections panel) will be linked to a new portfolio with the legal name of the portfolio as it appears in your brokerage account. To link it to a different portfolio in Stock Rover, click the grey dropdown arrow, circled below, for a ‘Quick Portfolio Link Change’ menu.
This will reveal a menu of all your Stock Rover portfolios:
Select the one to which you want to link your brokerage portfolio. You can also select ‘Not Linked’ if you don’t want that brokerage portfolio to be linked to a Stock Rover portfolio.
