Ezana can pull in holdings from brokerage accounts you already have, so your real positions feed your portfolio views and analysis. You connect through SnapTrade or Plaid, two secure connection providers. You log in with your brokerage inside their flow; Ezana never sees your password.
Step-by-step
- Open your Home page (click the Ezana logo) and choose + Add Portfolio.
- Search for your brokerage in the Connect your brokerage grid and select it.
- If both providers are offered, pick SnapTrade (recommended) or Plaid.
- Review the disclosure screen, then click Continue to open the secure portal.
- Log in to your brokerage and approve access. When you return, Ezana loads your holdings.
How it works
- SnapTrade: holdings sync several times a day. SnapTrade requests trading access where your brokerage allows it and read-only access where it does not; the disclosure screen tells you which (see Brokerage Access Levels).
- Plaid: always read-only, refreshed once a day with end-of-day data (marked with an EOD badge).
- Placing orders from inside Ezana is not currently available, so no connection is used to trade today.
Prefer not to connect? The same screen offers Add investments manually. See Importing Positions From a CSV for other options.
What you’ll see
Your connected holdings appear in the portfolio section of your Home page. For more on what gets imported, see Importing Your Portfolio From a Brokerage.
Troubleshooting
- Broker not listed? Try another spelling in the search box, or see Which Brokerages We Support.
- Stuck in the login screen? Complete any two-factor prompt from your broker; the flow cannot finish until it is cleared.
- Holdings look stale? Plaid data is end-of-day, so intraday changes appear the next day.
- Want to disconnect? A disconnect button is not currently available in the app. Revoke access at your brokerage, or email contact@ezana.world.
- Error after Continue? Go back and try the other provider if one is offered.
Related articles
- Managing External Brokerage Connections
- Importing Your Portfolio From a Brokerage
- How Your Data Is Protected
FAQ
Q: Can Ezana trade on my linked brokerage?
A: Not today. Order entry inside Ezana has not launched, so connections are used for analysis. Plaid connections are always read-only; SnapTrade may request trading access where your brokerage allows it. See Brokerage Access Levels: Read-Only vs Read & Write and Executing Trades From Ezana.
Q: Does Ezana see my password?
A: No. You sign in inside SnapTrade or Plaid; Ezana only receives a token for the access you approve.
Q: Is connecting in Settings, then Integrations?
A: No. Brokerage connections start from + Add Portfolio on the Home page.