The useful starting point
Decide whether you want to stop new automated activity, end a subscription, revoke a connection or close positions. Then use the control with that specific effect.
The question gets urgent at the worst moment
When an account is falling, “stop” sounds wonderfully simple. But stop what? New signals? New orders? An existing order? A subscription renewal? Exposure to the market? The same everyday word can describe actions with very different financial consequences.
This is why exit controls deserve attention during onboarding. A customer who first reads the distinction during a sharp market move has less time to think about it. The useful preparation is to understand the scope of each action while there is no immediate pressure to click.
There is also a difference between sending a closing instruction and completing it. A broker can receive an order while the market is closed or an instrument is halted. An instruction needs execution before it changes a position.
Separate the four decisions
Stopping automation means disarming the process that generates or sends further automated activity. It does not necessarily sell the holdings already in the account. Cancelling a subscription changes the commercial relationship; its exact timing and effect follow the relevant terms.
Removing a connection changes the software’s saved access configuration. It is not inherently a liquidation instruction, and it is distinct from revoking an API key or other permission at the broker. Closing positions asks the broker to trade out of holdings. That decision can involve costs and other consequences and should be made with the account’s full contents in view.
Good interface language should connect these verbs to their effects. The label is only useful if the confirmation and resulting status tell the same story.
What the SquaredQ controls are documented to do
| Action | Documented effect | Existing holdings |
|---|---|---|
| Disconnect Strategy | Disarms execution, cancels working orders and clears the relevant configuration. | Remain at the broker. |
| Close all positions | Disarms execution, cancels working orders and attempts account-wide liquidation. | Closing depends on broker execution. |
| Remove broker | Disarms trading and deletes saved local credentials. | Remain at the broker. |
| Cancel strategy entitlement | Changes subscription access under its terms. | Not automatically liquidated. |
The account-wide scope of “close all” is especially important. In the documented implementation, it can include positions you opened manually in that connected account. Do not read the action as “sell only the positions I mentally associate with this strategy.”
Review the MyAlgo guide and the current in-app confirmation before acting. If your objective is to stop new automated activity while retaining holdings, that is a different decision from asking the software to close the account’s positions.
A threshold is a trigger, not a guaranteed loss ceiling
SquaredQ lets customers configure a percentage-drawdown or absolute-NAV threshold with an action: disconnect, or disconnect and close all account positions. These controls govern a software response. They cannot guarantee that an account will never pass the threshold before the response completes.
Data freshness, detection timing, market gaps, available liquidity, broker acceptance and execution can affect the outcome. A whole-account NAV trigger is also different from a broker stop order attached to a single security. Do not treat those mechanisms as interchangeable.
FINRA explains a related execution limit for stop orders: the trigger price is not a guaranteed fill price, and a stop-limit order introduces the possibility of not filling. That does not describe SquaredQ’s exact mechanism; it illustrates why the trigger and the completed trade must be distinguished. Read FINRA’s stop-order guidance.
The account still needs a check afterwards
After using a control, inspect the resulting software state and the broker’s open orders and positions. A screen saying that a closing process was requested is not sufficient evidence that every holding is gone. Confirm the actual broker result and investigate any rejection or remaining exposure.
If you removed a connection because you no longer want the software to have access, check the relevant permission or credential in the broker’s own settings as well. Do not assume that deleting a locally saved key necessarily invalidates the key at its source.
SquaredQ’s risk stop latches execution off; it does not silently rearm because the account value recovers. Before any later activation, review the current account, product selection, allocations and risk settings again. The market and the holdings may have changed since the previous configuration.
How SquaredQ addresses the control problem
The contribution is explicit scope: separate actions for execution, connection, subscription and holdings, explained in the same product journey. That makes it possible to choose the action that matches your intention without relying on an ambiguous “off” switch.
It remains your responsibility to understand the connected account and confirm the broker outcome. Start with the control guide and the risk-control FAQ. Knowing what will remain after a click is as important as knowing what will stop.
Sources & further reading
Research checked 13 September 2026. Source material supports the linked factual points; examples and product interpretations are SquaredQ’s. Our editorial approach.



