Connect a supported US broker to Navexa using Direct Integration so your holdings and recent trades can be imported into the correct portfolio.
Before You Start
Before connecting a US broker, make sure you have:
Your broker login details, including username and password.
Access to any two-factor authentication prompts required by your broker.
The Navexa portfolio you want the broker account to sync into.
Direct integrations usually import recent trade history only. This is often around the last 12 months, depending on what your broker makes available.
Older trades may need to be added separately using manual entry or a spreadsheet import.
Connect A US Broker
Choose the portfolio you want to add holdings to.
From the left-hand side menu, click Portfolio.
Click the blue + Add Holdings button in the top-right corner.
Find your broker.
You can:
Search for your broker in the search bar.
Select one of the popular brokers shown on the page.
Click View All Brokers to see the full list of supported brokers and exchanges.
Select your broker.
For example, search for and select Schwab or Fidelity.
Choose Direct Account Link or the available direct integration option for that broker.
You'll be take to your broker to enter your login credentials.
This usually includes your broker username and password. You may also need to complete a two-factor authentication step.
Review the import summary, then confirm the connection.
Once the connection is complete, Navexa will begin importing the available holdings and trade history into your selected portfolio.
What Direct Integration Imports
A direct broker integration will typically import:
Current holdings or positions held at the connected broker.
Buy and sell trades within the broker’s supported history window.
Recent trade activity available through the broker connection.
The exact data available depends on the broker.
Some brokers only provide recent history through the integration. If your account has older holdings, transferred positions, or employee equity activity, you may need to add extra trade history manually.
Why History May Be Missing
Older Trades Are Outside The Import Window
If you bought shares more than the broker’s supported history window ago, those trades may not be available through the direct integration.
To fix this, add the missing historical buy and sell trades manually, or import them using a spreadsheet if you have many trades.
Holdings Were Transferred In
Many brokers show transferred holdings as current positions, but they may not provide the original buy trades or cost base.
Cost base means the amount paid for an investment, including related costs such as brokerage. Navexa needs this information to calculate performance and capital gains tax (CGT) correctly.
If your holding was transferred from another broker, add the original buy trades and any previous sells from your old broker records, statements, or contract notes.
Employee Equity Is Included
Some US brokers show restricted stock units (RSUs), employee share scheme (ESS) shares, or employee stock option exercises as positions.
Navexa does not track option positions as options. You can still track shares received from RSUs, ESS vesting, or option exercises by adding standard buy and sell trades.
Troubleshooting
Why Am I Being Asked To Map Columns?
If Navexa asks you to map columns, you are using the spreadsheet import tool instead of the broker’s direct integration flow.
To use Direct Integration:
Go back to Portfolio.
Click + Add Holdings.
Search for and select your broker.
Choose Direct Account Link or the direct integration option.
Why Does The Data Look Incomplete?
If the connection succeeds but the data looks incomplete, check whether:
Your broker only provides recent history through direct integration.
The missing holdings were transferred in from another broker.
The broker account contains older trades outside the import window.
The account includes employee equity or option activity that needs manual trade entries.
If needed, backfill missing trades using manual entry or a spreadsheet import.
Why Are My Options Missing?
Navexa does not support tracking option positions as options.
If you received shares from RSUs, ESS vesting, or employee stock option exercises, record the shares as standard buy and sell trades so your holdings and CGT reporting remain accurate.
Remember, this is general information, not personal financial advice.