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Manage your Exchange Hub

Edit exchange connections

You can edit the existing exchange connection: change its name, settings, or disconnect the exchange. Here's how to do it:

  1. Log in to Qredo and navigate to your Workspace.

  2. Click Holdings in the left-hand menu.

  3. Switch from Portfolios to Exchanges.

  4. Click the exchange name to navigate to the Exchange Portfolio.

  5. Open the three-dot Actions menu in the top-right corner of the screen.

  6. To edit the connection, select Edit connection, edit the settings, and click Save changes. Here you can change the email address associated with the exchange and adjust permissions.

  7. To edit the connection name, select Edit name, enter a new name, and click Save changes.

  8. To disconnect the exchange, click Disconnect and confirm.