WealthUse Disnat with WealthWise
We previously stated that Disnat could be linked directly to WealthWise. That information was incorrect and has now been fixed. We will not promise a date until a reliable connection is actually available through our provider.
Verified status
Disnat: direct connection unavailable. The brokerage list displayed in the WealthWise connection window remains the source of truth for the institutions available at that moment.
Import your Disnat holdings
You can still use every WealthWise analysis with a Disnat portfolio. File import never asks for AccèsD credentials and lets you review all detected rows before adding them.
- Export your holdings
Download a CSV, XLSX, or XLS file from Disnat containing at least the symbol, quantity, and price or book value. - Open WealthWise import
In Portfolio, choose “Import file,” then select your Disnat export. - Review before confirming
WealthWise shows recognized positions and any errors. Nothing is added until you approve the preview.
| Option | Availability | How it works |
|---|---|---|
| Direct Disnat connection | Unavailable at this time | Our provider does not currently offer this connection. |
| CSV, XLSX, or XLS import | Available | Import with a preview and position validation. |
| Manual entry | Available | Useful for a few holdings or a hypothetical portfolio. |
| Connection request | Available | We count requests and can notify you if the status changes. |
Request Disnat
Email us with the subject “Disnat connection request.” This helps us measure real demand with our provider without making a promise we do not control.
Continue with Disnat
Import your holdings now or ask to be notified if a reliable connection becomes available.
View the import guide → Request Disnat →Frequently Asked Questions
Can I connect Disnat directly to WealthWise?
No. A direct Disnat connection is unfortunately not possible through the connection provider used by WealthWise at this time.
Can I still analyze my Disnat portfolio?
Yes. Import a CSV, XLSX, or XLS file or enter your holdings manually. The same WealthWise analysis tools then apply to the imported portfolio.
Does WealthWise receive my AccèsD credentials?
No. File import only reads the document you select. Your Disnat or AccèsD username and password are never requested.
When will the Disnat connection be available?
We will not announce a date until the connection is offered and validated with our provider. You can email us to be notified if that changes.