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Dividend Vision

Why Brokerage Connections Break

A quick guide to why your brokerage connection stopped, why your data is safe, and how to reconnect in under a minute.

Reconnect my brokerage

Why did my brokerage connection break?

Brokerage authorization sessions don’t last forever — they expire or get revoked, and when that happens we can no longer pull your latest holdings automatically. It’s normal and usually takes only a moment to fix. The most common causes are:

  • The brokerage requires a periodic re-login or MFA and the session simply timed out. Robinhood in particular expires sessions far more often than brokers with long-lived OAuth such as Charles Schwab or Fidelity, so Robinhood connections tend to need reconnecting more frequently.
  • You changed your brokerage password or MFA settings. Updating your login invalidates the existing authorization.
  • You revoked third-party access at the brokerage. Many brokers let you manage connected apps and remove access from their own security settings.
  • The brokerage or our aggregator had a maintenance or security event. Planned maintenance or a precautionary re-authentication can drop active connections.
Is my data safe?

Yes. A broken connection only stops automatic updates — your existing portfolio holdings, transactions, and history stay exactly as they were. Nothing is deleted when a connection drops.

We also never see or store your brokerage password. Authentication is handled entirely by our aggregator, SnapTrade, through secure read-only access, so we can never place trades or move money.

How do I reconnect?

Reconnecting takes under a minute:

  1. Log in to Dividend Vision.
  2. Go to your Portfolios page and find the portfolio showing Disconnected.
  3. Click Reconnect.
  4. Re-authenticate with your brokerage — enter your credentials and approve any MFA prompt.
  5. Automatic updates resume right away.

Go to my portfolios

What happens if I don’t reconnect?

Automatic updates stay paused, and your holdings will keep showing their last-synced values until you reconnect.

After about 30 days of an inactive connection, we fully clean up the brokerage link. Your portfolio data is still preserved, but at that point you’d start a fresh connection rather than reconnecting the old one.

Still have questions? Visit the Help & FAQ or contact us and we’ll help you get reconnected.