This feature helps you connect your US broker in minutes so your holdings and reporting stay up to date with minimal manual work.
Before you start
You’ll need your broker login details (username + password) and access to any 2FA prompts.
Direct integrations usually pull recent trade history only (often the last 12 months). Older history may need to be backfilled. Consider using the Import by Spreadsheet feature with template.
If you’ve transferred holdings between brokers, the new broker may show the current position but not the original buy trades / cost base.
Connect a US broker using Direct Integration
In Navexa, go to Add Holdings.
Select Import from Broker/Account.
Search for your broker (for example, “Schwab” or “Fidelity”) and select it.
Choose Direct integration.
Enter your broker login credentials and complete any 2FA steps.
Review the import summary, then confirm to finish.
What the Direct Integration will import
Typically, a direct integration will import:
Your current holdings/positions held at that broker that were purchased with that broker.
Buys and sells within the supported history window (commonly ~12 months)
Depending on the broker and connection, you may see gaps such as:
Missing trades older than the supported history window
Holdings that appear without the original buy trades (common after transfers)
Employee equity shown as “positions” that don’t map cleanly to trades (see RSUs/ESS section below)
If your history is missing (common causes)
Older than the broker’s supported import window
If you bought shares more than ~12 months ago, the broker may not share those trades via the integration.
What to do:
Add the missing historical buys/sells manually using Add Trade, or
Import your older history via a CSV/spreadsheet import (recommended if you have many trades)
Holdings were transferred in from another broker
Many brokers will show the transferred holding, but they won’t provide the original buy trades or cost base.
What to do:
Add the missing original buys (and any sells) so Navexa can calculate performance and CGT correctly.
If you don’t have the original trades in the new broker, export them from the original broker (or use contract notes/statements) and enter/import them into Navexa.
Troubleshooting
“It’s asking me to map columns”
If Navexa asks you to map columns, you are not using the broker’s purpose-built direct integration flow. You’re in the Import Spreadsheet tool (used for unsupported brokers or your own custom spreadsheets).
What to do:
Go back to Add Holdings → Import from Broker/Account
Search and select the broker again
Choose Direct integration
Connection succeeds but data looks incomplete
Confirm whether your broker limits imports to recent history (common with direct integrations).
Check whether the “missing” holdings were transferred in (often no original buys are provided).
If needed, backfill older trades using manual entry or a CSV/spreadsheet import.
RSUs, ESS, and employee option exercises
Navexa does not support tracking option positions as options.
You can still track the shares you receive from RSUs/ESS vesting and option exercises using standard Buy/Sell trades, so your holdings and CGT reporting remain accurate. See Tracking RSUs, ESS, and Employee Stock Option Exercises in Navexa.