Revoke CMC connection with Sharesight

Content also available for tax entities or on our global site.

Revoking access to CMC and Sharesight will sever the connect between Sharesight and CMC. This will stop your CMC trades being automatically populated in Sharesight. It will not delete any holdings, you will need to manually do this if you wish.

1 – To revoke on Sharesight: In Sharesight select the ‘Setting’ tab

2 – Select ‘Sharesight connect’ side tab

3 – Click the ‘Revoke’ link in the ‘Action’ column under ‘API access for Sharesight Partners’

Revoke connection

4 – From the ‘Warning’ popup, click ‘Delete’ this will delete the connect to CMC on Sharesight end.

CMC revoke step 4

5 – Contact CMC and ask their customer support to revoke the connection with Sharesight on CMC’s end.

To reconnect the CMC Sharesight Connect to a Sharesight portfolio.

Last modified on March 12, 2020 UTC

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