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. Supports both legacy E*Trade CSV and new Morgan Stanley Excel (.xlsx) exports.
E*Trade merged with Morgan Stanley on February 9, 2026. New exports are Excel (.xlsx) files from the Morgan Stanley platform; legacy E*Trade CSV exports are also supported. Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.
Fidelity
Broadest asset class coverage including mutual funds and fixed income.
CSV transaction exports cover up to 18 months at a time. For longer history, export multiple windows and import each one.
Robinhood
Full transaction history and dividends via automatic sync, with IRA support.
No direct file importer — connect with Auto-Sync, or use the Generic CSV template on the Data Import tab to enter your holdings and transactions.
tastytrade
Automatic position sync.
No direct file importer — connect with Auto-Sync, or use the Generic CSV template on the Data Import tab to add transactions.
Public
Comprehensive transaction types with full history since account opening.
CSV export covers holdings/positions only — use Auto-Sync to bring in transactions and dividends.
Chase (J.P. Morgan)
Clean connection with dividend and reinvestment tracking. File exports come as Excel (.xlsx) from the Transactions page.
Not Fully Supported Yet
Webull
Sync reports account balances only, and CSV exports bring in holdings and orders but not dividends — so Webull can't track dividend income automatically yet. Add dividends via manual entry.
Interactive Brokers
Live sync reports positions and balance only — it does not include dividends. To track dividend income, import your transaction history via CSV.
Charles Schwab
Live sync isn't available — Schwab requires its own API approval, which isn't in place yet. CSV import works today.
Vanguard
Live sync isn't available, but CSV import works today. Use the CSV export (not the Excel export) so dividend rows keep their ticker symbols.
Wealthsimple
Canadian broker — planned for a future release.