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 2 8110
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.

2 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.

Moderator
Jul 9, 2025 11:29:30 AM

Please be advised that the TurboTax Investor Center will be discontinued on July 22, 2025. Please see this FAQ for more information: How do I download my info from Investor Center?