How to Remove a Broker from OptiView
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How do I remove my broker from OptiView?

Users can remove a broker from OptiView by deleting the broker connection in the account settings. Removing the connection disconnects OptiView from the brokerage account and revokes access permissions.

How to remove a broker

  • Open the account profile settings in OptiView
  • Navigate to the broker connections section
  • Select the broker connection you want to remove
  • Click the delete or trash icon to remove the connection

What happens after removal

  • OptiView no longer has access to the connected brokerage account
  • All active sessions linked to that broker are disconnected
  • You can reconnect the broker at any time from the settings
  • No trades, funds, or assets are affected at the brokerage

Related Questions

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How can I connect OptiView to my broker?To connect a broker to OptiView, users can link a brokerage account from the account profile or directly within the platform. OptiView connects to the broker through a secure authorization flow that grants limited access for data and functionality.
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Which brokers does OptiView support?OptiView connects to four supported brokerages: Tastytrade, Tradier, TradeStation, and Charles Schwab. Connecting a broker unlocks real-time option and equity market data and allows users to send order instructions from OptiView directly to the brokerage account.
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Does OptiView store my broker login credentials?OptiView is an options analytics platform that connects to brokerage accounts using OAuth 2.0 without storing login credentials. Users authenticate directly with their broker, and OptiView receives a limited-access token instead of a username or password.