Ezana links your accounts through two trusted aggregators — SnapTrade and Plaid — so you can read holdings or place trades without leaving Ezana. 1,000+ brokerages & exchanges supported.
SnapTrade
Brokerage-native connectivity. Best for reading positions and placing trades from supported brokers.
Coverage: major retail brokers and crypto exchanges.
Holdings & balances
Orders & trading (supported brokers)
Account sync
OAuth broker login
How it works: choose your broker → authorize on SnapTrade → Ezana syncs your data.
Plaid
Bank- and investment-account aggregation. Best for read-only holdings and investment transactions across a very broad set of institutions.
Coverage: banks, credit unions, and investment accounts via Plaid Investments.
Holdings (read-only)
Investment transactions
Balances (read-only)
Placing trades (not supported)
How it works: link your institution → sign in with Plaid OAuth → Ezana reads your investment data.
How connecting works
1
Choose a provider
Pick SnapTrade for trading-capable brokers or Plaid for broad read-only coverage.
2
Authorize securely
Credentials never touch Ezana — you authenticate directly with SnapTrade or Plaid.
3
Sync to your dashboard
Holdings, balances, and activity flow into your Ezana portfolio view.
Security: connections are read-only by default where the provider allows it; data is encrypted in transit; you can disconnect any linked account anytime from settings.