Interactive Brokers Dividend Tracker

Interactive Brokers connects to YieldLens and syncs your current positions and balance, but the sync does not include dividend transactions. For dividend income tracking, import your transaction history via CSV alongside the sync.

How to track your Interactive Brokers dividends

1. 1In YieldLens, open the Broker Accounts tab and connect Interactive Brokers for position sync.
2. 2In IBKR, go to Transaction History, choose your period, and download a CSV.
3. 3Upload the CSV to YieldLens to bring in your dividend history.

Good to know

• IBKR sync reports positions and balance only (no dividends) — use the CSV import for dividend income.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.