Question 1

Is the free plan really free?

Accepted Answer

Yes. The free plan gives you access to all dividend calculators, stock research on 1,000+ tickers, head-to-head ticker comparisons, portfolio tracking (manual entry), and FIRE planning tools with no credit card required. New users can also try automatic brokerage sync free for 30 days; paid plans keep it running after that.

Question 2

Can I cancel anytime?

Accepted Answer

Yes. You can cancel your subscription anytime from your account settings. You keep access until the end of your current billing period, and no further charges are made.

Question 3

Which brokerages are supported?

Accepted Answer

REWD syncs with 40+ brokerages via SnapTrade, including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, Webull, Wealthsimple, Questrade, Public, Chase, and tastytrade among others.

Question 4

Is my brokerage data secure?

Accepted Answer

Yes. Brokerage sync is handled through SnapTrade, a SOC 2 Type II certified intermediary. REWD never sees your brokerage login credentials — SnapTrade holds read-only access tokens on your behalf. You can revoke access at any time from the Account page.

Question 5

Can I use REWD with an IRA or 401(k)?

Accepted Answer

Yes. REWD tracks dividends and portfolio activity from any connected account, including traditional IRAs, Roth IRAs, 401(k) rollovers, and taxable brokerage accounts. Tax reporting differs by account type; REWD's projections respect qualified-dividend treatment where applicable.

Question 6

What's the difference between Base and Unlimited?

Accepted Answer

Base lets you sync 1 brokerage account. Unlimited lets you sync as many brokerages as you have. If you only have one brokerage, Base is all you need. If you have multiple brokerages (common with IRAs + taxable + employer 401(k)), Unlimited consolidates everything into one dashboard.

Question 7

What happens if I cancel my paid plan?

Accepted Answer

Your synced brokerage data stays in place but automatic updates pause. You can reconnect or resubscribe anytime. No data is deleted unless you explicitly request account deletion.

Question 8

Do you offer a free trial?

Accepted Answer

Yes. New users get a 30-day free trial of automatic brokerage sync for all your brokerages — no credit card required. It starts the first time you connect a brokerage. The rest of the free plan is a permanent free tier you can use as long as you like. When the trial ends, your synced data is preserved and syncing resumes when you upgrade.

Dividend tracker pricing, free forever.

Free

Base

Unlimited

Frequently Asked Questions