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8.8 Disconnection & Cleanup (Revoking Access)

2 min read

When you no longer need a broker connection, follow these steps to disconnect safely and securely.

Proper Disconnection Process #

Step 1: Close Open Orders

  1. Cancel or complete all pending orders.
  2. Resolve any partial fills or pending transactions.
  3. Ensure no active positions remain (or manage them directly on the exchange).

Step 2: Disconnect from Flows.Trading

  1. Go to Settings → Brokers.
  2. Select the broker you want to disconnect.
  3. Click Disconnect or Remove.
  4. Confirm the disconnection action in the popup.

Step 3: Revoke API Access on Broker

  1. Log into your broker’s platform.
  2. Navigate to API Management or API Settings.
  3. Delete or disable the API key used for Flows.Trading.
  4. Confirm revocation is complete.

Important: Always revoke API keys on the exchange side after disconnecting from Flows.Trading. This ensures no residual access remains.

Data Retention After Disconnection #

Trading History:

  • Remains in your Trading Journal for analysis and record-keeping.
  • Past trades are not deleted when you disconnect a broker.

Account Information:

  • Connection-specific data (balance, positions) is removed.
  • No longer displays in the Accounts panel.

Charts and Analysis:

  • Saved layouts, indicators, and drawing tools remain available.
  • You can still view historical charts from that broker.

Security Considerations #

Immediate Revocation:

  • API access stops immediately upon key deletion on the exchange.
  • No further data or trading requests can be made.

Session Cleanup:

  • Active trading sessions terminate automatically when you disconnect.
  • Any pending API calls are cancelled.

Data Security:

  • No sensitive credentials (API keys, secrets) are stored after disconnection.
  • All connection data is cleared from the platform.

■ Try it now: If you have a test broker connection you no longer need, practice the full disconnection process to familiarize yourself with the steps.

Broker integrations are the foundation of your trading experience on Flows.Trading. By securely connecting your exchanges, you unlock real-time data, seamless order execution, and automatic performance tracking—all in one place.

Always prioritize security: use IP whitelisting when possible, rotate keys regularly, and never enable withdrawal permissions. With proper setup and maintenance, your broker integrations will provide a reliable, efficient trading workflow for years to come.

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