> ## Documentation Index
> Fetch the complete documentation index at: https://tendrill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Connected Accounts

> Add, refresh, or remove your linked brokerage accounts

## Full control over your connections

You're always in control of which accounts Tendrill can access. Add new brokerages, refresh stale connections, or remove accounts entirely - all from your dashboard or via text.

## Adding a new account

Connect additional brokerages to get a complete picture of your investments.

<Steps>
  <Step title="Open your Tendrill dashboard">
    Visit [tendrill.ai](https://tendrill.ai) and log in
  </Step>

  <Step title="Click '+ Add Account'">
    Find the button in your connected accounts section
  </Step>

  <Step title="Search for your brokerage">
    Use Plaid to find and connect your institution
  </Step>

  <Step title="Complete the connection">
    Follow the authentication steps for your brokerage
  </Step>
</Steps>

<Tip>
  **Or just text:** Message Tendrill "connect another account" and we'll send you a secure link to add a new brokerage.
</Tip>

### Why connect multiple accounts?

<CardGroup cols={2}>
  <Card title="Complete portfolio view" icon="chart-pie">
    See all your investments in one place, regardless of where they're held
  </Card>

  <Card title="Better insights" icon="lightbulb">
    Tendrill can analyze your overall allocation and diversification
  </Card>

  <Card title="Unified alerts" icon="bell">
    Get notified about any holding, no matter which account it's in
  </Card>

  <Card title="Accurate performance" icon="chart-line">
    Track your total investment performance across all accounts
  </Card>
</CardGroup>

## Refreshing account data

Your portfolio data syncs automatically, but sometimes you may want to trigger a manual refresh.

### Automatic sync schedule

| Data Type            | Refresh Frequency            |
| -------------------- | ---------------------------- |
| Holdings & positions | Daily (overnight)            |
| Account balances     | Daily                        |
| Transactions         | Daily                        |
| Cost basis updates   | Within 24-48 hours of trades |

### Manual refresh options

**Via text:**

```
You: Refresh my portfolio

Tendrill: Refreshing your portfolio data now... 🔄

Done! I've updated your holdings from all connected accounts.
Your current portfolio value: $127,450 (+$890 today)
```

**Via dashboard:**

1. Go to your connected accounts
2. Click the refresh icon (🔄) next to any account
3. Wait for the sync to complete (usually under 1 minute)

<Note>
  Some brokerages have rate limits on how often data can be refreshed. If you've recently triggered a refresh, you may need to wait before requesting another.
</Note>

## Removing an account

You can disconnect any account at any time. This immediately revokes Tendrill's access to that account's data.

<Steps>
  <Step title="Go to your dashboard">
    Visit [tendrill.ai](https://tendrill.ai)
  </Step>

  <Step title="Find the account to remove">
    Locate it in your connected accounts list
  </Step>

  <Step title="Click 'Disconnect' or 'Remove'">
    Confirm when prompted
  </Step>

  <Step title="Verify removal">
    The account will disappear from your portfolio view
  </Step>
</Steps>

### What happens when you disconnect

* **Immediately**: Tendrill loses access to that account's data
* **Within 24 hours**: Historical data for that account is purged from our systems
* **Alerts stop**: You won't receive notifications for holdings in the removed account
* **Plaid access revoked**: The connection is terminated at the Plaid level

<Warning>
  **This action is reversible** - you can always reconnect the same account later. But you'll need to go through the authentication process again.
</Warning>

### Alternative: Revoke via Plaid

You can also manage connections through Plaid's consumer portal:

1. Visit [my.plaid.com](https://my.plaid.com)
2. Find Tendrill in your connected apps
3. Click to revoke access

This provides an additional layer of control and lets you see all apps using Plaid with your accounts.

## Reconnecting expired accounts

Connections can expire for several reasons. When this happens, you'll see a notification in your dashboard and receive a text.

> **Tendrill** - Today 8:30 AM
>
> Heads up: Your Fidelity connection needs attention.
>
> This can happen when passwords change or your brokerage updates their security.
>
> Tap here to reconnect: `tendrill.ai/reconnect/abc123`
>
> I'll resume monitoring once you're reconnected!

### Common reasons for expiration

| Reason                             | How to Fix                       |
| ---------------------------------- | -------------------------------- |
| Password changed at brokerage      | Reconnect with new password      |
| Brokerage security update          | Re-authenticate through Plaid    |
| 90-day re-verification requirement | Log in again to confirm access   |
| Failed refresh attempts            | Reconnect and verify credentials |

## Viewing account status

Your dashboard shows the status of each connected account:

| Status                 | Meaning                       |
| ---------------------- | ----------------------------- |
| 🟢 **Connected**       | Active and syncing normally   |
| 🟡 **Syncing**         | Data refresh in progress      |
| 🔴 **Needs attention** | Reconnection required         |
| ⚪ **Recently added**   | Initial data sync in progress |

## Managing account nicknames

Give your accounts friendly names to keep track of them easily:

| Account                      | Value     | Last Synced | Actions                     |
| ---------------------------- | --------- | ----------- | --------------------------- |
| 🟢 "Main Trading" (Fidelity) | \$127,450 | 2 hours ago | Rename, Refresh, Disconnect |
| 🟢 "Retirement" (Vanguard)   | \$245,000 | 3 hours ago | Rename, Refresh, Disconnect |
| 🟢 "Fun Money" (Robinhood)   | \$8,500   | 1 hour ago  | Rename, Refresh, Disconnect |

## FAQ

<AccordionGroup>
  <Accordion title="How many accounts can I connect?">
    There's no hard limit. Connect as many brokerages and accounts as you need to get a complete view of your investments.
  </Accordion>

  <Accordion title="Will removing an account delete my conversation history?">
    No. Your conversation history with Tendrill is preserved. Only the portfolio data from that specific account is removed.
  </Accordion>

  <Accordion title="Can I connect the same brokerage twice?">
    If you have multiple logins at the same brokerage (for example, personal and business accounts), you can connect each separately.
  </Accordion>

  <Accordion title="What if I close an account at my brokerage?">
    The connection will eventually fail during a sync attempt. You can proactively remove it from Tendrill before that happens.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Data Sync Details" icon="rotate" href="/connecting-accounts/data-sync">
    Learn about refresh frequencies and data freshness
  </Card>

  <Card title="Privacy & Security" icon="shield-check" href="/privacy-security/data-protection">
    Understand how your data is protected
  </Card>
</CardGroup>