Opening an Ezana Brokerage Account

An Ezana brokerage account is a real investment account held with Alpaca Securities LLC (member FINRA and SIPC). You apply from the Trading page. Before the application unlocks, you need to finish the Getting Started checklist, so plan on exploring the platform first.

Step-by-step

1. Open Trading → Brokerage Account in the navigation bar.
2. Complete all 18 tasks in your Getting Started checklist. Until then the button reads Complete checklist to unlock.
3. Click Open brokerage account to start the six-step application.
4. Fill in Personal (legal name, date of birth, SSN or tax ID, phone) and Address.
5. Complete Employment & finances and Investment profile (experience, risk tolerance, objective, time horizon).
6. Answer the Disclosures, then check everything on Review, agree to the account agreements, and submit.

What you’ll see

After you submit, the Trading page shows Application received with your current status, and Ezana emails you when it changes. Once the account is approved, Trading opens an account snapshot with your equity, buying power, cash, and number of open positions.

Things to know

• Order entry, funding, and withdrawals for Ezana brokerage accounts are not currently available inside the app. The account page notes that the full trading workspace ships in a later release.
• You can practice anytime with the $100,000 mock portfolio.
• For what trading from Ezana will look like, see Executing Trades From Ezana.

Troubleshooting

• Button is disabled? Open the checklist icon in the navigation bar and finish the remaining tasks.
• Status still pending? Identity checks sometimes need a manual review; watch your email.
• Details rejected? Make sure your legal name and address match your government ID exactly.
• Not eligible? Alpaca has residency and age requirements. You can still use mock trading and all research tools.

Related articles

• Brokerage Access Levels: Read-Only vs Read & Write
• Connecting Your External Brokerage Account
• Paper Trading vs Live Trading

FAQ

Q: Why do you need my SSN?

A: Broker-dealers must verify identity and report tax information by law. Your application goes to Alpaca, the broker that holds the account.

Q: Is my money insured?

A: Alpaca is a SIPC member. SIPC protects securities customers up to $500,000 (including $250,000 for cash) if a member broker fails. It does not protect against market losses.