Skip to content
Back to homeGet started

Integrations

Connect your brokerage, your way

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.