Settings is where you manage your identity, security, subscription, preferences, and developer access. Open it with the gear icon in the top-right of the navbar on desktop, or from the menu on mobile. Panels are grouped down the left side so you can jump straight to what you need.
Step-by-step
- Click the gear icon in the navbar (on mobile, open the menu and tap Settings).
- Choose a panel from the left-hand list.
- Make your changes.
- Click Save. My details, Appearance, and Billing have their own save or action buttons; the other panels use the save bar at the bottom of the page.
The panels at a glance
- Account: My details (name, phone, date of birth, country, city, time zone, and the delete-account danger zone), Appearance (theme and language), Profile (public bio and links), and Password (password changes and two-factor authentication).
- Workspace: Family (sharing your plan), Plan (subscription and upgrades), and Billing (payment method and invoice history).
- Preferences: Email (transactional and marketing), Notifications (push and in-app alerts), and Integrations.
- Developer: API (keys and usage), Privacy & data (data requests), and Platform changelog (recent updates).
Some accounts see extra panels. Partners get Partners and Payouts, and members of a university organization get My role & access, plus Organization for administrators.
Things to know
- Brokerage connections are not managed here. The Integrations panel is a placeholder and its Connect buttons do not start a connection yet. To link a brokerage, go to Home and click + Add Portfolio. See Importing Your Portfolio From a Brokerage.
- Changes not saving? Click the save button for the panel you are on before switching panels.
- Can’t find Settings on mobile? It is inside the navigation menu rather than in the top bar.
- A panel is missing? Partner and organization panels only appear for those account types.
- Email field is greyed out? Your sign-in email cannot be edited from My details.
Next in Account & Security: Notification Preferences and Managing External Brokerage Connections.
Related articles
- Notification Preferences
- Enabling Two-Factor Authentication
- Appearance: Light and Dark Mode
- Managing Payment Methods
FAQ
Q: Do settings sync across devices?
A: Yes. Your details and preferences are saved to your account and follow you when you sign in elsewhere.
Q: How do I change my email?
A: Changing your sign-in email is not currently available from Settings. Email contact@ezana.world from your current address and we can help.
Q: Where do I delete my account?
A: At the bottom of My details, in the Danger zone. Read Deleting Your Account first.