Supported Brokers
Connect your brokerage account or import your data to start tracking your dividend income.
Auto-Sync
Link your broker account and your holdings, transactions, and dividends sync automatically.
CSV Import
Export a CSV or Excel file from your broker and upload it to YieldLens. Available on all plans.
Supported Brokers
E*Trade / Morgan Stanley
Full dividend tracking, margin interest detection, 2-year transaction history. Supports both legacy E*Trade CSV and new Morgan Stanley XLSX exports.
E*Trade merged with Morgan Stanley in Feb 2026. New exports are XLSX files from the Morgan Stanley Activity tab. Legacy CSV exports (pre-merger) are also supported. Margin data must be entered manually on the Margin Safety page.
Fidelity
Broadest asset class coverage including mutual funds and fixed income
CSV exports are limited to the most recent 90 days of transaction history. For full history, export multiple 90-day windows and import each one.
Robinhood
Full transaction history since account opening, IRA support
CSV exports limited to 1 year of transaction history per download. Older history requires separate exports by date range.
tastytrade
Richest transaction data with interest, adjustments, and transfer tracking
Public
Comprehensive transaction types with full history since account opening
Chase (J.P. Morgan)
Clean connection with dividend and reinvestment tracking
CSV exports limited to 1 year of transaction history from the website (up to 24 months via customer service request).
Webull
Full transaction history since account opening with dividend support
CSV exports are limited to one download per day. Order records only include buy/sell trades — dividends and interest come in separate files. Import each file individually for complete data.
Coming Soon
Charles Schwab
Pending API integration — auto-sync required before launch
Vanguard
Integration stabilization in progress
Wealthsimple
Canadian market expansion
Interactive Brokers
Awaiting full transaction data support
Ready to connect your broker?
Link your account or import a CSV to start tracking your dividend income automatically.