Connecting Your External Brokerage Account

Ezana can display holdings from your existing brokerage accounts (Fidelity, Schwab, Robinhood, etc.) for portfolio tracking.

Go to Settings → Integrations and click 'Connect' on any supported brokerage. You'll be redirected to Plaid's secure connection flow where you log into your brokerage.

Ezana receives read-only access to your positions and balances — we cannot place trades or move money on your external accounts. This data powers your dashboard portfolio view and AI-generated insights.