Plaid brokerage import is now 12,000+ banks

Typing in every holding by hand is the worst part of starting a portfolio tracker. So we made it optional. Connect your brokerage through Plaid and HeyDividend imports your positions in one click — Schwab, Fidelity, Robinhood, Interactive Brokers, Vanguard, and more than 12,000 other institutions.

One-click connect

Choose your brokerage, log in through Plaid's secure flow, and your positions flow straight into HeyDividend. Your dividend income, yields, and reliability scores populate immediately — no CSV exports, no manual entry, no fat-finger share counts.

Read-only, always

The connection is read-only by design. HeyDividend can see your holdings so it can analyze them; it cannot place a trade, move money, or touch your account in any way. We import positions — never trading authority.

We ask for the minimum: enough to show you your dividends, and nothing that could move your money.

Encrypted end-to-end, never resold

Credentials are handled by Plaid and never seen or stored by us. The data we do hold is encrypted in transit and at rest. We do not sell your financial data, and we never share it with advertisers. Your portfolio is yours.

What syncs

• Positions — tickers and share counts across your connected accounts.
• Income — projected and historical dividends, computed from the live data lake.
• Analytics — reliability scores, NAV-erosion verdicts, and diversification, all on your real holdings.

Prefer not to connect? Manual entry and CSV import are still there, and they always will be. The brokerage sync is a convenience, not a requirement.

Disconnect anytime

You can revoke the connection from Settings whenever you like, and you can delete the imported data on the spot. Control stays with you, end to end.

Get started

Open the app, head to your portfolio, and choose Connect brokerage. Sixty seconds later you'll be looking at your real dividend income — and everything HeyDividend can tell you about whether it's safe.