DV
Dividend Vision

Portfolios

Connect Your Brokerage

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

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

For Fidelity, you may use either Plaid or SnapTrade. For Schwab, use SnapTrade (Plaid Schwab support coming soon).

Learn more about Plaid & security

SnapTrade 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, Robinhood, and 10,000+ institutions.

What data does Dividend Vision receive from Plaid/SnapTrade?

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 (coming soon)❌
Bonds❌
Mutual Funds❌
Cash / Money Markets❌
CDs❌
Options❌
Futures / Futures Options❌
Margin❌

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