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

Learn more about Plaid & security

SnapTrade Security

Recommended for your broker

Many brokers work with both Plaid and SnapTrade. This table only highlights cases where one service works noticeably better than the other — if your broker isn’t listed, check both and pick whichever supports it.

BrokerRecommended
Fidelity (single account)Plaid or SnapTrade
Fidelity (multiple accounts)SnapTrade
Interactive Brokers (IBKR) Plaid
RobinhoodPlaid or SnapTrade
SchwabSnapTrade (Plaid coming soon)
SoFi InvestPlaid
TastytradeSnapTrade (Plaid in progress)

Don’t see your broker? Pick whichever provider lists it in their search.

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 many other US brokerages.

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 (US-listed only)

Dividend Vision covers US-listed securities only. Canadian (TSX), London (LSE), and other foreign listings — including their ADR-less variants — are not supported via broker connect, CSV upload, or manual entry. Many large foreign issuers do have US-listed shares or ADRs that work (e.g., Royal Bank as RY on NYSE, Enbridge as ENB on NYSE) — enter the US-listed symbol instead.

Asset TypeSupported
Stocks✅
ETFs✅
CEFs✅
BDCs✅
REITs✅
MLPs✅
Crypto
Tracks 19 major cryptocurrencies (BTC, ETH, XRP, +16 more) with nightly price + history updates.

ADA, ATOM, AVAX, BNB, DOGE, DOT, LINK, LTC, POL, SOL, TRX, XLM, plus stablecoins (USDC, USDT) and wrapped tokens (WBTC, WETH). All quoted in USD with ~20-minute delayed pricing 24/7.

What's not available for crypto: distributions / yield, ex-date and payment dates, SEC yield, expense ratio, AUM, issuer page, top holdings, splits-adjusted close, brokerage news, and SEC filings. Crypto positions are skipped by the dividend calendar, income forecast, and the DRIP / yield-on-cost calculators — everything else (charts, watchlist, compare, screener, portfolio risk) treats them as first-class assets.

 ✅
Bonds❌
Mutual Funds❌
Cash / Money Markets❌
CDs❌
Options❌
Futures / Futures Options❌
Margin❌
Non-US listings (TSX, LSE, ASX, etc.)❌

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