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Fidelity Dividend Tracker

Automatically sync your Fidelity Investments account with REWD — every dividend, every ex-div date, every yield-on-cost across all your holdings. Free plan includes calculators and stock research; automatic Fidelity sync starts at $9.99/mo.

Why use REWD with Fidelity?

Fidelity is one of the largest US brokerages with strong dividend stock coverage, a deep ETF lineup (FDVV, SCHD via third-party), and fractional share support. Many REWD users consolidate retirement (IRA, Roth, 401k rollover) and taxable accounts under Fidelity, which is why automatic dividend tracking matters so much here.

Fidelity's standard web portal reports dividend income at the account level but doesn't give you a clean multi-account dividend calendar or yield-on-cost view. REWD aggregates every Fidelity dividend payment across accounts, surfaces upcoming ex-dividend dates, and projects forward income based on real 5-year growth rates for each holding.

How the sync works

REWD syncs Fidelity via SnapTrade (read-only OAuth). You authorize REWD once on Fidelity's site, and we pull holdings + dividend activity daily. Fidelity login credentials never touch REWD.

Supported account types

  • Individual taxable
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • SEP IRA
  • HSA

Common dividend holdings on Fidelity

These are among the most-tracked tickers in REWD users' Fidelity portfolios. Click any ticker to see live dividend data, 5-year growth, and payout-ratio analysis:

FDVVSCHDVYMJEPIJEPQDGROVIGFXAIXApple (AAPL)Microsoft (MSFT)

Fidelity-specific gotchas to know

  • Fidelity DRIP elections sync automatically — if you have DRIP enabled at Fidelity, REWD will reflect it in your tracker.
  • Money-market positions (FDRXX, SPAXX) show as 'cash' in REWD's dividend view; their yields are tracked separately in the account balance.
  • 401(k) accounts held at Fidelity (via your employer) may or may not be supported depending on the plan's SnapTrade participation.

Plus a full dividend toolkit for Fidelity investors

Beyond portfolio sync, REWD gives Fidelity users a research and planning suite that Fidelity's own platform doesn't include:

Fidelity + REWD — FAQ

How does REWD sync with Fidelity?

REWD syncs Fidelity via SnapTrade (read-only OAuth). You authorize REWD once on Fidelity's site, and we pull holdings + dividend activity daily. Fidelity login credentials never touch REWD.

Does REWD have access to my Fidelity login?

No. REWD uses a read-only OAuth token issued by Fidelity through SnapTrade (SOC 2 Type II certified). Your Fidelity username and password never touch REWD's systems. You can revoke REWD's access anytime from your Account page.

Which Fidelity account types sync?

REWD supports: Individual taxable, Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, HSA. If you have multiple Fidelity accounts, each appears as a separate portfolio in REWD and can also be aggregated into a combined view.

How often does Fidelity data update in REWD?

Automatic sync runs once daily on paid plans, plus REWD listens for webhook events from Fidelity when a new dividend is paid. You can also trigger a manual sync anytime (rate limit: 4 manual syncs per user per day).

Does REWD support Fidelity DRIP?

Yes. REWD reflects your existing DRIP elections at Fidelity — if a position is set to DRIP on Fidelity's side, REWD's projections treat it as reinvested. If it's set to cash payout, REWD projects the cash income.

Is there a free plan?

Yes. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Automatic Fidelity sync is a paid feature ($9.99/mo Base or $19.99/mo Unlimited). Annual plans save ~17%.

Ready to track your Fidelity dividends?

Free to start. Upgrade to $9.99/mo when you're ready to connect Fidelity. Read-only sync, cancel anytime.

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Or browse all dividend tracker features · compare with other dividend trackers · read about Fidelity alternatives.

This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.

Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.

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