Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Oct 7, 2024 2:31:02 AM

How do I remove linked account data from the Investor Center?

How may I remove the account data that is connected to Inuit's Investor Center app? I tested the app and was unable to use it due to there being no way to manually fix data discrepancies with cryptocurrency transactions.

Site: https://investor-center.app.intuit.com/ttic

- Now I'm attempting to go back into the app to remove my connected accounts and data that are specific to the Investor Center.

- I'm unable to delete my data because the Investor Center automatically shows the view "You've hit capacity, crypto power user" 

- Intuit provides a way to delete all user data but I cannot find a way to delete just the account connections from the Investor Center
- I'm not sure this is legal to not let users disconnect their financial data

Much appreciated!

0 1 7782
1 Best answer
Level 3
Oct 13, 2024 8:46:32 PM

TurboTax support showed me how to access my linked accounts in order to remove them.

 

Sign into your account > Select "Documents" in the left navigation menu > "Linked Accounts" tab > Select the options button for each account (3 vertical dots) > "Unlink {account name}"

 

I'm not sure the account data has been fully removed because the Investor Center view still shows that I've hit capacity even though almost all of my accounts have been removed.

1 Replies
Level 3
Oct 13, 2024 8:46:32 PM

TurboTax support showed me how to access my linked accounts in order to remove them.

 

Sign into your account > Select "Documents" in the left navigation menu > "Linked Accounts" tab > Select the options button for each account (3 vertical dots) > "Unlink {account name}"

 

I'm not sure the account data has been fully removed because the Investor Center view still shows that I've hit capacity even though almost all of my accounts have been removed.