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 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).
Not Fully Supported Yet
Webull
Connects for holdings, but does not bring in dividend data — so it can't be used for automatic income tracking yet. Import your Webull dividends via CSV. We're still working on full support.
Interactive Brokers
Connects for holdings (live connection requires an IBKR Flex Query ID + Token), but does not bring in dividend data — so it can't be used for automatic income tracking yet. Import your IBKR dividends via CSV for now.
Charles Schwab
Live connection isn't available — Schwab requires its own API approval, which isn't in place yet. CSV import works today.
Vanguard
Live connection isn't available right now (connection attempts currently fail). CSV import isn't fully supported yet.
Wealthsimple
Canadian broker — planned for a future release.