Dividend Tracking by Broker
Pick your broker to see exactly how to track your dividends in YieldLens — by automatic sync or CSV import.
Fidelity
Auto-Sync or CSV importConnect Fidelity for automatic dividend sync, or import a CSV export.
Track Fidelity dividendsRobinhood
Auto-SyncConnect Robinhood for automatic dividend and transaction sync.
Track Robinhood dividendsE*Trade / Morgan Stanley
Auto-Sync or Excel importSync E*Trade automatically, or import a Morgan Stanley Excel export.
Track E*Trade / Morgan Stanley dividendsCharles Schwab
CSV importImport your Schwab dividends and transactions via CSV.
Track Charles Schwab dividendsVanguard
CSV importImport your Vanguard dividends and transactions via CSV.
Track Vanguard dividendsWebull
CSV importImport Webull holdings and orders; add dividends via manual entry.
Track Webull dividendsInteractive Brokers
Auto-Sync (positions) or CSVSync your IBKR positions, and import a CSV for dividend history.
Track Interactive Brokers dividendstastytrade
Auto-SyncConnect tastytrade for automatic position sync.
Track tastytrade dividendsPublic
Auto-Sync or CSV importSync Public automatically, or import a holdings CSV.
Track Public dividendsChase (J.P. Morgan)
Auto-Sync or Excel importSync Chase automatically, or import an Excel transactions export.
Track Chase (J.P. Morgan) dividendsDon't see your broker? See the full supported brokers list and import guide.