Connected Accounts is where you manage the external accounts, broker email links, crypto exchange connections, and apps linked to your Navexa account.
Open Connected Accounts
From the Portfolio Page, go to the top right avatar then select Settings.
Alternatively you can select Settings from the left hand side menu.
In Settings, select Connected Accounts from the settings menu.
Connected Accounts was previously called Integrations. Some older articles or screens may still refer to integrations, but the current Settings menu uses Connected Accounts.
How Connected Accounts Work
Connected Accounts is managed at your Navexa account level.
This means it applies to your whole Navexa login, not just the portfolio you are currently viewing.
For example, if you have connected CommSec, SelfWealth, CoinSpot, or another provider to multiple Navexa portfolios, you may see multiple linked accounts under that provider.
A linked account may connect to Navexa in different ways, such as:
Email, where broker trade confirmations are sent to a Navexa Link email address.
CCXT, where supported crypto exchange data is synced through an exchange connection.
A direct provider connection, where Navexa connects through a supported broker or platform integration.
A connected app, such as Xero, where Navexa connects to another supported app.
Navexa Link Email Addresses
Some email-based connections use a unique Navexa Link email address.
A Navexa Link email address belongs to one specific portfolio. This means each portfolio has its own unique forwarding email address.
For example, if CommSec is linked to four Navexa portfolios, you may see four separate CommSec links.
Each link can show:
A unique Navexa Link email address.
The portfolio that email address syncs to.
The latest import date and time.
The latest import status.
Whether the link is enabled.
If you forward a broker confirmation email to the wrong Navexa Link email address, the trade may be imported into the wrong portfolio. Always use the Navexa Link email address for the portfolio you want to update.
View Connected Accounts
The Connected Accounts page shows the broker, exchange, and app connections linked to your Navexa account.
For each connected account, you may see:
The provider name, such as CommSec, SelfWealth, Interactive Brokers, CoinSpot, or OpenMarkets.
The connection method, such as Email, CCXT, or a direct provider connection.
The number of linked accounts.
The last sync date.
A status indicator.
An arrow to open more details.
You may also see a count near the top of the page showing how many account links are currently active.
Link A New Account
Use Link New Account to connect a supported broker, exchange, or account source to Navexa.
To link a new account:
Go to Settings.
Select Connected Accounts.
Select Link New Account.
Choose the provider or connection type.
Follow the prompts to complete the connection.
The setup steps can vary depending on the provider. Some connections use email forwarding, some use API keys, and some use a direct account link.
Open A Connected Account
To manage an existing connected account:
Go to Settings.
Select Connected Accounts.
Select the provider you want to manage.
When you open a provider, you can see the individual account links under that provider.
Depending on the connection type, each linked account may show:
The linked portfolio.
The Navexa Link email address.
The sync start date.
The last sync date and time.
The most recent sync status.
Whether the link is enabled.
Link Settings, shown as a settings cog.
Sync History or Email Logs, shown as a list icon.
Understand Linked Portfolios
Each linked account shows the portfolio it syncs to.
For email-based connections, the portfolio name appears next to the folder icon. This tells you which Navexa portfolio the Navexa Link email address belongs to.
For example, if a CommSec link shows the portfolio name Main, emails sent to that Navexa Link email address will import into the Main portfolio.
This is important when you have multiple portfolios connected to the same broker.
Portfolio Removed
A linked account may show Portfolio Removed if the portfolio connected to that account link is no longer available.
This can happen if the portfolio was deleted or is no longer accessible from your Navexa account.
Because a Navexa Link email address belongs to one specific portfolio, deleting or removing that portfolio can leave the linked account without an active portfolio destination.
If you no longer need that link, you can delete it from the connected account details.
Manually Trigger A Sync
Use Manually trigger sync when you want Navexa to check the connected account for new data.
To manually trigger a sync:
Open Connected Accounts.
Select the provider you want to sync.
Select the sync icon.
This is useful if you recently made changes in the external account and want Navexa to check for updated data.
A manual sync does not always mean new transactions will appear. Navexa can only import data that is available through that connection and supported by the provider.
View Sync History
Use View Sync History to check recent sync activity for a connected account.
To view sync history:
Open Connected Accounts.
Select the provider you want to review.
Select the sync history icon.
Review the available sync records.
If there is no history to display, you may see a message saying there is no sync history available for that account.
This does not always mean the connection is broken. It only means there is no sync history available to show for that account link.
View Email Logs
For some email-based broker connections, the sync history may appear as Email Logs.
Email logs can show trade confirmation emails that Navexa has received and processed for that linked account.
Each log may show:
The date and time the email was processed.
The import status, such as Successfully Imported.
The email subject.
A button to open more details.
If an email was successfully imported, you may also see a Go to holding button. This lets you open the holding created or updated from that email import.
Manage Link Settings
Some linked accounts include a settings cog.
Use Link Settings to control email notifications for that specific account link. These settings apply to the selected link only, not every connected account under that provider.
Depending on the connection type, you may be able to turn on or off:
Notify on Fail: Sends an email notification when a trade fails to be imported.
Notify on Success: Sends an email notification when a trade is successfully imported.
To update link settings:
Open Connected Accounts.
Select the provider you want to manage.
Find the linked account you want to update.
Select the settings cog.
Choose Yes or No for each notification type.
Select Save.
These settings are useful if you want to monitor whether trades are importing correctly for a specific broker email link or connected account.
Enable Or Disable A Link
Use the Enabled toggle to turn a specific account link on or off.
When a link is enabled, Navexa can continue using that connection according to the sync method available for that provider.
When a link is disabled, the link remains visible but is no longer active.
To enable or disable a link:
Open Connected Accounts.
Select the provider.
Find the account link you want to update.
Turn Enabled on or off.
Disabling a link is useful when you want to pause a connection without deleting it.
Delete A Linked Account
Some direct account connections may show delete options.
This usually applies to direct or API-based connected accounts, such as some crypto exchange connections. Email-based Navexa Link connections may not show the same delete options.
Deleting a linked account removes the connection link from Navexa. It does not delete your external broker, exchange, or email account.
There are two delete options:
The top delete icon removes all linked accounts under that provider connection.
The delete icon on a specific account row removes that individual account link only.
To delete one account link:
Open Connected Accounts.
Select the provider.
Find the specific account link you want to remove.
Select the delete icon on that account row.
Confirm the deletion.
To delete all linked accounts for a provider:
Open Connected Accounts.
Select the provider.
Select the top delete icon.
Confirm that you want to delete all linked accounts for that provider.
Only delete linked accounts if you are sure you no longer want that connection active.
If you do not see a delete icon, that delete option may not be available for that connection type.
Connected Apps
The Connected Apps section shows supported app integrations linked to Navexa.
For example, Xero may appear under Connected Apps because it is an accounting integration rather than a broker, exchange, or email import connection. See Connect Xero to Navexa.
To manage a connected app:
Go to Settings.
Select Connected Accounts.
Scroll to Connected Apps.
Select the app you want to manage.
The available settings will depend on the app and integration type.
Common Issues
Why Are There Multiple Linked Accounts?
You may see multiple linked accounts under one provider if that provider is connected to more than one Navexa portfolio.
For email-based connections, each portfolio has its own unique Navexa Link email address. This means one broker can appear with multiple linked accounts if emails have been forwarded to multiple portfolio-specific addresses.
Which Portfolio Is A Link Synced To?
For email-based links, the portfolio name appears next to the folder icon.
That portfolio name tells you where trades will import when emails are sent to that Navexa Link email address.
Why Does A Link Say Portfolio Removed?
A linked account may show Portfolio Removed if the portfolio connected to that account link has been deleted or is no longer available.
If you no longer need the link, you can delete it from the connected account details.
Why Is There No Sync History?
A connected account may show no sync history if there are no sync records available to display.
This does not always mean there is a problem with the connection. Check the account’s Last sync date and whether the account link is enabled.
Why Did No New Transactions Import?
A sync can complete without importing new transactions.
This can happen if:
There are no new transactions available from the provider.
The provider has not made the latest data available yet.
The account link is disabled.
The transaction type is not supported by that connection.
The connected account is linked to a different Navexa portfolio than expected.
Why Am I Getting Import Emails?
You may receive import emails if Notify on Fail or Notify on Success is turned on for a linked account.
To change this:
Go to Settings.
Select Connected Accounts.
Select the provider.
Select the settings cog for the linked account.
Change Notify on Fail or Notify on Success to No.
Select Save.
Why Can I Still See Integrations?
Connected Accounts was previously called Integrations.
Some older screens, setup flows, or labels may still use the word integrations. In the current Settings menu, use Connected Accounts to manage these links.