Brokerage Account Linking
Connect your brokerage to auto-import holdings and transaction history — no spreadsheet required. Available on Standard, Premium, and Lifetime (and during an active free trial). CSV import and manual entry remain fully supported if you prefer not to link.
Who can link
- Standard — $9.99/mo or $99.99/yr. Up to 6 portfolios total: 1 brokerage-linked plus up to 5 manual. Unlimited holdings and transactions.
- Premium — $19.99/mo or $199/yr. Unlimited portfolios and unlimited linked brokerage accounts.
- Lifetime — $1,500 one-time (3-month payment plan available). Same access as Premium, forever.
- Active free trial — Standard limits while the trial is active (including 1 linked account). After the trial ends, Free plan rules apply unless you subscribe.
- Free — $0. One manual portfolio (up to 10 holdings / 25 transactions). No brokerage linking.
Step-by-Step
1. Start the Create Portfolio wizard
From Home or Portfolios, click Create Portfolio to open /create-new-portfolio. Complete Details (name) and optionally Goals, then continue to the Holdings step.
2. Choose Portfolio Link
On Holdings, select Portfolio Link (Fastest). Free accounts see this option locked with a paid-plan prompt — upgrade to unlock. If you're near your linked-account limit, the card shows how many links you've used (for example 1/1 linked on Standard).
3. Read the short notice, then connect
You'll see a Before you connect note: imported data may differ slightly from your statements, and you can disconnect anytime. Then pick a connection path:
- Connect Your Brokerage (Plaid) — most major US brokerages (Schwab, Vanguard, E*TRADE, Interactive Brokers, Wealthfront, and more). Button label: Link Account.
- Connect Fidelity & More (SnapTrade) — Fidelity, Robinhood, and 20+ other brokerages. Button label: Connect Brokerage.
Authenticate directly with your institution. We never see or store your brokerage password.
4. Land on your linked portfolio
After a successful link, holdings and up to ~two years of investment transactions import automatically. You're taken straight to the new portfolio dashboard (the wizard Review step is skipped for Portfolio Link). Always verify important figures with your brokerage statement.
Security & privacy
- Plaid and SnapTrade authenticate with your institution — we never store your login credentials
- We do not store full account numbers or Social Security numbers
- Data is encrypted in transit and at rest (AES-256-GCM, AWS RDS with TLS 1.2+)
- Disconnect anytime — linked data is deleted within 30 days of unlinking
Full legal details: Privacy Policy and Terms of Service.
After You Connect
Sync & reconnect
Linked portfolios show last sync time. Use Refresh on the portfolio page to pull fresh data. If the connection needs re-authentication, follow the reconnect prompt.
Disconnect (Unlink Brokerage)
Open the portfolio ⋯ menu and choose Unlink Brokerage. This revokes access and starts the data deletion window. Manual portfolios are not affected.
CSV or manual instead
Prefer not to link? Choose All Transactions or Current Holdings in the wizard and paste, upload CSV, or type rows. See Importing Holdings.
Things to know
- Standard (and active trial) includes one linked account; Premium and Lifetime unlock more
- Imported cost basis and share counts may differ slightly from your custodian — verify before relying on tax figures
- Some brokerages or account types may not be supported on either Plaid or SnapTrade
- Use Plaid for broad US coverage; use SnapTrade when you need Fidelity or other SnapTrade-supported brokers
You want hands-off sync and are on Standard, Premium, Lifetime, or an active trial.
You need precise control over every transaction, split adjustment, or historical date.
Related resources
Questions? Email customerservice@dividend-wealth.com — or return to Help