This guide shows you how to manage your Navexa account details, security, notifications, connected accounts, billing, and API access from one place.
Open Settings
These steps apply to the Navexa platform when you’re using it in a web browser. Some settings may be different in the mobile apps.
You can open Settings in two ways:
From the Portfolio page, click your avatar in the top-right corner.
Select Settings.
Alternatively, select Settings from the left-hand side menu.
Once you open Settings, the left-hand side menu will change. From there, you can select:
Profile
Security
Notifications
Connected Accounts
API Keys
Billing & Subscription
Profile
Use Profile to update your basic account details.
From Profile, you can:
Upload or change your profile picture.
Update your Username.
Update your First name and Last name.
Choose your preferred Date format.
The available date formats are:
Day/Month/Year, for example 23 July 2025.
Month/Day/Year, for example July 23, 2025.
Your profile changes save automatically.
Security
Use Security to manage your account email, update your password, enable two-factor authentication, and delete your account.
Two-factor authentication, also known as 2FA, adds an extra security step when you log in to Navexa.
Update Your Email Address
To update your Navexa account email address:
Go to Settings.
Select Security.
In Email address, select Edit.
Enter your new email address.
Save your changes.
Please double-check the new email address before saving it. An incorrect email address may cause you to lose access to your account.
After changing your email address, you’ll need to log in again.
Update Your Password
To update your password:
Go to Settings.
Select Security.
In Password, enter your new password.
Select Update.
Enable Two-Factor Authentication
To enable two-factor authentication:
Go to Settings.
Select Security.
Select Enable 2FA.
Follow the prompts to connect your authenticator app.
Enter the confirmation code to finish setup.
Once 2FA is enabled, you’ll be asked for a code from your authenticator app each time you log in.
Delete Your Account
You can also delete your Navexa account from Security.
Deleting your account permanently removes your account and data, so review the deletion details carefully before confirming.
For more information, see Deleting Your Account.
Notifications
Use Notifications to control the alerts and email summaries Navexa sends you.
Push Notifications
Use Push Notifications to enable or disable all push notifications.
Marketing And Promotions
Use Marketing Messages to choose whether you receive general marketing and promotional messages from Navexa.
Social
Use Referral Credits to receive notifications when referral credits are applied to your account.
Trading And Income
Use New Dividends to receive notifications when dividends are announced or paid.
Use Contract Notes to receive notifications when contract notes are received.
Email Notifications
Use Email Notifications to choose which portfolio summary emails Navexa sends you.
You can choose whether to receive:
Weekly Summary
Monthly Summary
Both summary emails
Neither summary email
Connected Accounts
Use Connected Accounts to manage external accounts connected to Navexa.
This section was previously called Integrations.
Connected accounts may include supported brokers, exchanges, or other services that help Navexa import or sync your investment data.
From Connected Accounts, you can:
View accounts currently connected to Navexa.
Add a new supported connection.
Reconnect an account if the connection needs attention.
Remove a connection you no longer want to use.
Check whether a connected account is active.
The options you see may vary depending on the provider and the type of connection.
If you are setting up a specific broker or exchange, use the Help Center guide for that provider.
API Keys
Use API Keys to generate credentials for Navexa’s API.
Generate a new Navexa API key
Go to API Keys.
Click Generate New API Key.
Copy the key and store it securely.
Important:
API keys are shown only once when created.
Use your API key to authenticate with Navexa’s public API endpoints.
Include your key in requests using the X-Api-Key header.
If you lose an API key, delete it and create a new one.
Developer resources
From this tab, you can also access:
View API Documentation
Join Discord (developer community)
Billing & Subscription
Use Billing & Subscription to manage your Navexa plan and payment details.
From Billing & Subscription, you can manage:
Your current plan.
Billing frequency.
Next billing date.
Payment method.
Billing details.
Invoices and receipts.
Plan changes.
Subscription cancellation or reactivation.
To open Billing & Subscription:
Go to Settings.
Select Billing & Subscription.
Choose the billing area you want to manage.
For detailed billing instructions, see Managing Your Billing & Subscription in Navexa.