Creating Your Account
Sign up, verify your email, and understand what you get on the free trial vs. paid plans.
New accounts start with a 14-day free trial — no credit card required. You get full access to core portfolio tracking and dividend analysis tools during the trial. When the trial ends, your account moves to the Free tier unless you upgrade.
Step-by-Step: Sign Up
1. Go to the registration page
Visit /register or click Sign up from the login page. You will see the heading "Create an account" with "Start your 14-day free trial" underneath.
2. Fill in your details
Enter the following fields:
- Name — displayed in the sidebar and account page
- Email — used for login and account notifications
- Password — minimum 8 characters
- Terms checkbox — you must agree to the Terms of Service and Privacy Policy
Click Sign up. You are logged in immediately and redirected to your dashboard at /home.
3. Log in on return visits
Go to /login and enter your email and password. If you forget your password, use the Forgot password? link to receive a reset email.
Email Verification
After registration, check your inbox for a confirmation email from Dividend Wealth. Click the link in that email to verify your address. Once verified, your Account page under Security & Privacy will show "Account Verified — Your email address has been verified."
Did not receive the email? Check your spam folder, or contact customerservice@dividend-wealth.com and we will help.
Profile & Account Settings
Account page
Open Account from the sidebar avatar menu. Here you can view your name, email, membership badge, and subscription status.
Notification preferences
Toggle email alerts for dividend announcements, portfolio updates, and marketing emails. Push notifications are coming soon.
Password reset
Click Send password reset email on the Account page to receive a link at your registered email address.
Billing (paid members)
Paid subscribers see a Manage Billing & Subscription button that opens the Stripe customer portal — update payment method, view invoices, or cancel.
Free vs. Paid Plans
Compare plans anytime at /pricing. A trial countdown banner appears at the top of the app while your 14-day trial is active.
- 1 manual portfolio (up to 10 holdings / 25 transactions)
- Core dividend analysis tools
- Stock screener, calendar, and calculator access
New users may start with a free trial of Standard (including 1 brokerage link). When the trial ends without a subscription, Free limits apply.
- Standard $9.99/mo ($99.99/yr): up to 6 portfolios (1 linked + 5 manual)
- Premium $19.99/mo ($199/yr) or Lifetime $1,500: unlimited portfolios & links
- Brokerage linking via Plaid or SnapTrade (auto-import)
- Unlimited holdings and transactions on paid tiers
Still have questions? Visit the Help Center or email us at customerservice@dividend-wealth.com