Link Your Brokerage with Plaid

Pro accounts can link a brokerage through Plaid, the connection service used across the finance industry. Once linked, your holdings, transactions, and dividends flow in automatically — no manual upkeep.

How Linking Works

1. On the Portfolio page, choose to link a brokerage (from the Settings tab or the add-account flow).
2. A Plaid window opens. Pick your brokerage and sign in inside Plaid's window.
3. Choose which accounts to share. Each one appears in your portfolio and starts syncing.

If a newly linked account looks like a manual account you were already tracking, we offer a guided merge — your dividend history and Net Invested carry over, and the manual copy is retired so totals aren't double-counted.

What Syncs

• Holdings and cash — positions and balances, with live prices layered on during the day.
• Transactions — buys, sells, and transfers, with roughly two years of history backfilled at link time. That history also reconstructs your value chart back in time.
• Dividends — payments are detected and attributed into your income log automatically, including whether they were reinvested.

Syncs run automatically — at least every six hours, and sooner whenever your brokerage reports activity. You don't trigger anything.

Where Your Credentials Go

Honest and simple: your brokerage username and password are entered with Plaid, never with Dividend Data. We never see, transmit, or store them. What we receive from Plaid is read-only account data — positions, balances, transactions. Nobody can trade or move money through this connection.

Disconnecting or Converting to Manual

From the Settings tab you can convert a linked account to manual — it keeps its holdings and history and becomes editable by hand, useful if you leave that brokerage or Pro — or disconnect it entirely, which removes the connection and deletes its synced accounts and holdings (your combined value-history chart keeps the past). When in doubt, convert.

Coming from the Old Terminal

Brokerage links from the previous version of Dividend Data ran on a different connection service and can't carry over. You'll see a one-time notice — re-link through Plaid once, and the guided merge reunites the new connection with your migrated history. Details in Coming from the Old Terminal.