This guide shows you how to manage your Navexa account details, security, notifications, connected accounts, billing, and API access from one place.

These steps apply to Navexa in a web browser. Some settings may differ in the mobile apps.

Select Settings (the cog) at the bottom left of the navigation rail to open your account settings.

You can also select Account (the avatar beneath the cog), then Settings.

Portfolio settings is separate. To manage one portfolio, select Portfolio in the rail and use Portfolio settings in its sidebar.

The Settings sidebar contains:

Use Profile to update your basic account details.

From Profile, you can:

The available date formats are:

Your profile changes save automatically.

Use Security to manage your account email, create or change your password, enable two-factor authentication and delete your account.

Two-factor authentication, also known as 2FA, adds an extra security step when you sign in to Navexa.

To update your Navexa account email address:

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.

To create or change your password:

If you created your account with Google or Apple, adding a password gives you another sign-in option.

You can then sign in using either:

Creating a password doesn’t remove or change the connected social provider.

Email/password customers can later connect either Google or Apple. Once connected, that provider can’t be removed or changed to the other provider.

Password creation and changes are only available through the Navexa web app.

To enable two-factor authentication:

Once 2FA is enabled, you’ll be asked for a code from your authenticator app each time you log in.

You can also delete your Navexa account from Security.

Read Deleting Your Account for the current deletion details before confirming.

Use Notifications to control the alerts and email summaries Navexa sends you.

Use Push Notifications to enable or disable all push notifications.

Use Marketing Messages to choose whether you receive general marketing and promotional messages from Navexa.

Use Referral Credits to receive notifications when referral credits are applied to your account.

Use New Dividends to receive notifications when dividends are announced or paid.

Use Contract Notes to receive notifications when contract notes are received.

Use Email Notifications to choose which portfolio summary emails Navexa sends you.

You can choose whether to receive:

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:

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.

Use API Keys to create credentials for integrations that use Navexa’s application programming interface (API).

Each key has Scopes: permissions that control which information the integration can view and which actions it can perform.

Choose the permissions a new API key needs before generating it.

Select permissions according to what the integration needs to do:

Use the search field under Scopes to find a permission. Select at least one permission before generating or saving a key.

You can change the permissions on an existing API key from Settings > API Keys.

Restricting a key can stop an integration from performing actions it previously used. Keep the permissions needed for that integration’s tasks.

Keys created before permission selection was introduced retain their previous access unless you edit their scopes.

When a request falls outside a key’s granted permissions, Navexa refuses it with a 403 response. Check the key’s selected scopes against the action the integration is trying to perform.

Include the key in API requests using the X-Api-Key header. If you lose a key, delete it and create a replacement.

From this tab, you can also access:

Use Billing & Subscription to manage your Navexa plan and payment details.

New customers pay annually on all Navexa plans in both AUD and USD. The full annual amount is paid upfront; monthly billing is not available to new customers.

Existing monthly subscribers can stay on monthly billing while keeping their current plan. Changing plan moves the subscription to annual billing. Cancelling the subscription removes the monthly billing option.

From Billing & Subscription, you can manage:

To open Billing & Subscription:

For detailed billing instructions, see Managing Your Billing & Subscription in Navexa.