Ezana connects to brokerages you already use through two providers, SnapTrade and Plaid, so your holdings show up in your Ezana portfolio. This article covers adding a connection, how often it updates, and what to do when you want to change or remove one.
Step-by-step: adding a connection
- Go to the Home page and click + Add Portfolio.
- In the Connect your brokerage window, search for your institution.
- Choose a provider. SnapTrade is marked Recommended; Plaid is the read-only option.
- Review the access screen, then sign in to your brokerage in the provider’s secure window.
- Return to Ezana; your holdings load into your portfolio.
How it works
- SnapTrade connects through your brokerage’s own login and requests trading access where the broker allows it; the access screen tells you which. Holdings sync several times a day.
- Plaid is read-only: holdings, investment transactions, and balances. Data updates once a day with end-of-day values, marked with an EOD badge.
- You authenticate directly with the provider. Ezana never sees your brokerage username, password, or two-factor codes; it receives a token that lets it request your data.
- Each institution can be connected through one provider at a time.
Removing a connection
Disconnecting from inside the app is not currently available, and the Settings Integrations tab does not manage brokerage connections. To remove one, email contact@ezana.world, or revoke Ezana’s access from your brokerage’s security or connected-apps settings.
Troubleshooting
- “Already connected via another provider”? That institution is linked through the other provider. Contact us to remove the existing link before switching.
- “Too many requests”? Wait a moment and try again.
- Plaid values a day behind? Plaid data is end-of-day by design; SnapTrade updates more often.
- Broker not listed? See Which Brokerages We Support, or try the other provider.
Next in Account & Security: Notification Preferences and Which Brokerages We Support.
Related articles
- Importing Your Portfolio From a Brokerage
- Connecting Your External Brokerage Account
- Brokerage Access Levels: Read-Only vs Read & Write
- Which Brokerages We Support
- How Your Data Is Protected
FAQ
Q: Can I revoke access at my broker?
A: Yes. Most brokerages list connected apps in their security settings, and you can revoke access there at any time.
Q: Can Ezana move my money?
A: No. A Plaid connection is read-only. A SnapTrade connection may include trading access where your broker allows it, but order entry is not currently available in Ezana, and no connection can withdraw or transfer funds.
Q: How do I refresh my data?
A: Connections update on their own schedule: several times a day for SnapTrade, once a day for Plaid.