DV
Dividend Vision

Portfolios

Connect Your Brokerage

Securely link your investment accounts to view holdings, balances, and dividend data via Plaid. Data automatically refreshed daily to keep your holdings updated.

Read-only access — no trading permissions
Credentials NOT stored by Dividend Vision

Learn more about Plaid & security

Bank-Grade Security

256-bit encryption with read-only access. Your credentials are never shared.

Investment Holdings

View holdings, balances, and cost basis across all your brokerage accounts.

Top Brokerages

Supports Vanguard, Fidelity, Schwab, TD Ameritrade, and 10,000+ institutions.

What data does Dividend Vision receive from Plaid?

When you connect a brokerage account, we pull the following read-only data:

  • Ticker symbol
  • Quantity (shares held)
  • Institution price
  • Cost basis
  • Account balances
  • 2 years of transaction data

Supported Asset Types

Asset TypeSupported
Stocks✅
ETFs✅
CEFs✅
BDCs✅
REITs✅
MLPs✅
Crypto✅
Bonds❌
Mutual Funds❌
Cash / Money Markets❌
CDs❌
Options❌
Futures / Futures Options❌
Margin❌

Having issues connecting? You may also use SnapTrade to connect.

On a free plan or simply prefer uploading a CSV or entering holdings manually?
Go to the Manual Entry and Upload Holdings page.