Supported Brokerages
REWD syncs dividends automatically through SnapTrade using read-only connections your brokerage authorizes directly. Fidelity, Charles Schwab, Vanguard, Robinhood, and E*TRADE are all fully supported auto-sync brokerages — holdings and dividend history, refreshed daily, revocable anytime. Exact support level and history depth for every brokerage below.
Support levels verified against SnapTrade's institution support database, August 2026.
Fully supported — automatic holdings and dividend sync
For every brokerage in this table, REWD automatically syncs your holdings and your dividend payment history — the connection imports past dividends up to the depth the brokerage provides, then records every new payment as it lands.
| Brokerage | Region | What syncs automatically | Dividend history on first connect |
|---|---|---|---|
| Fidelity | US | Holdings + dividends + reinvestments (DRIP), incl. mutual funds and fixed income; IRA, Roth, rollover, and 401(k)/NetBenefits accounts | Last 2 years |
| Charles Schwab | US | Holdings + dividends, incl. mutual funds; all IRA types and 401(k) accounts (covers migrated TD Ameritrade accounts) | Last 2–4 years |
| Vanguard | US | Holdings + dividends, incl. mutual fund distributions (brokerage accounts) | Full account history |
| Robinhood | US | Holdings + dividends, incl. fractional shares; taxable, IRA, and Roth accounts | Full account history |
| E*TRADE | US | Holdings + dividends; taxable and IRA accounts | Last 2 years |
| Public | US | Holdings + dividends + interest; taxable and IRA accounts | Full account history |
| tastytrade | US | Holdings + dividends + interest on the stock/ETF side | Full account history |
| Chase (J.P. Morgan) | US | Holdings + dividends + reinvestments, incl. mutual funds | Last 2 years |
| Interactive Brokers | Global | Holdings + dividends + interest, incl. mutual funds and fixed income (connects via IBKR's Flex/API-key setup) | Last 2 years |
| Tradier | US | Holdings + dividends | Full account history |
| Alpaca | US | Holdings + dividends; taxable and IRA accounts | Full account history |
| Questrade | Canada | Holdings + dividends; TFSA, RRSP, FHSA, RESP | Full account history |
| Wealthsimple | Canada | Holdings + dividends; TFSA, RRSP, FHSA | Since April 2023 |
| TD Direct Investing | Canada | Holdings + dividends; TFSA, RRSP | Last 90 days |
| Trading 212 | UK / EU | Holdings + dividends (connects via API key) | Full account history |
| DEGIRO | EU | Holdings + dividends | Full account history |
| Stake | Australia | Holdings + dividends | Full account history |
Holdings sync — income projected from positions
These brokerages sync holdings automatically, but their data feeds don't include dividend payment records. REWD builds your dividend calendar and income projections from the synced positions using each holding's real payment schedule and rate; the received-payments ledger isn't imported.
| Brokerage | Region | Support detail |
|---|---|---|
| Webull | US | Holdings and trades sync automatically; Webull's data feed doesn't include dividend payment records, so REWD projects income from your synced holdings instead. |
| Moomoo | US / Canada | Holdings and trades sync; dividend payment records aren't in the feed. |
| eToro | US / Global | Holdings sync; transaction history isn't provided by the feed. |
| Wells Fargo | US | Holdings sync; transaction history isn't provided by the feed. |
| TradeStation | US | Holdings sync (incl. IRAs); transaction history isn't provided by the feed. |
| Empower | US | Fund holdings sync; transaction history isn't provided by the feed. |
Not currently available for automatic sync
M1 Finance, SoFi Invest, and Merrill Edge aren't currently available through SnapTrade, so automatic sync isn't offered for them — you can track these portfolios in REWD with free manual entry (unlimited holdings), and dividend amounts fill in automatically from REWD's own dividend data. TD Ameritrade no longer exists as a separate brokerage: accounts migrated to Charles Schwab in 2023, and legacy TDA holdings sync fully through the Schwab connection. SnapTrade adds institutions regularly; anything it adds becomes available in REWD automatically. Additional supported institutions not listed above — including Citi, Edward Jones, PNC, US Bank, and Wells Fargo — appear in the connection flow with the same read-only model.
Read-only, always
Authorization is issued by your brokerage through SnapTrade (SOC 2 Type II). REWD can see holdings and dividends — never trade, never move money. Credentials never touch our servers.
Fresh daily
Every connection syncs automatically once a day, plus webhook updates when dividends land. Manual sync anytime (4/day).
Nothing lost, ever
If a connection needs re-authorization, your history stays intact. Cancel your subscription and your data remains — only the live link is deactivated.
Supported brokerages — FAQ
Which brokerages does REWD sync with?
REWD automatically syncs holdings and dividend history from Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Public, tastytrade, Chase, Interactive Brokers, Tradier, and Alpaca in the US; Questrade, Wealthsimple, and TD Direct Investing in Canada; and Trading 212, DEGIRO, and Stake internationally. Webull, Moomoo, eToro, Wells Fargo, TradeStation, and Empower sync holdings automatically, with income projected from your positions. Every connection is read-only via SnapTrade.
Does REWD sync with Fidelity?
Yes — Fidelity is a fully supported auto-sync brokerage on REWD. The connection pulls holdings and dividend history including mutual funds and fixed income, covers taxable, IRA, Roth, rollover, and 401(k)/NetBenefits accounts, reflects DRIP reinvestments, and retrieves roughly two years of dividend history on first connect.
Does REWD sync with Webull?
Partially. Webull holdings and trades sync automatically every day, but Webull's data feed does not include dividend payment records, so your received-dividend history can't be imported. REWD instead projects your Webull dividend income from the synced holdings using each stock's real payment schedule and rate — forward projections and the dividend calendar work fully; the historical payments ledger does not.
Does REWD support M1 Finance, SoFi, or Merrill Edge?
Not for automatic sync at the moment — these brokerages aren't currently available through SnapTrade, REWD's connection provider. You can track M1 Finance, SoFi, or Merrill Edge portfolios in REWD with free manual tracking (unlimited holdings), and dividend payments are then filled in automatically from REWD's own dividend data. If SnapTrade adds these brokers, connections will appear in REWD without any extra steps.
Is the connection read-only?
Yes. REWD connects through SnapTrade (SOC 2 Type II certified) using a read-only authorization issued by your brokerage. REWD cannot place trades, move money, or change anything in your account — and your brokerage login credentials never touch REWD's servers. You can revoke access anytime from your Account page or directly at your brokerage.
How often does my portfolio data refresh?
Automatic sync runs once daily for every connected account, and REWD also listens for webhook events (like a new dividend payment) from the brokerage side. You can additionally trigger a manual sync anytime, up to 4 per day.
How far back does my dividend history go?
It depends on the brokerage. Robinhood, Vanguard, Public, tastytrade, Questrade, and Trading 212 return history back to account opening. Fidelity, Schwab, E*TRADE, Chase, and Interactive Brokers return roughly the last two years. TD Direct Investing returns 90 days. REWD imports everything the brokerage provides on first connect and records every new payment from then on.
How many brokerages can I connect?
The Base plan ($9.99/mo) includes 1 connected brokerage. The Unlimited plan ($19.99/mo) connects as many as you have — REWD consolidates them into one combined dividend view. New users get a 30-day free trial of sync at Unlimited-tier limits, and the free plan supports manual tracking with unlimited holdings.
Connect your brokerage in under 2 minutes
Free to start with manual tracking. Automatic sync free for your first 30 days, then from $9.99/mo.
Start FreeSee also: all dividend tracker features · pricing.
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.
By using this tool you agree to our Terms of Service and Privacy Policy.