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. Paid plans add automatic brokerage sync.

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 100+ brokerages via SnapTrade, including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, Webull, Wealthsimple, Questrade, M1 Finance, Merrill Edge, Public, SoFi, 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

The free plan is a permanent free tier — use it as long as you like. Paid plans can be cancelled within the first billing period for a full refund, which functions as a free trial.

Dividend tracker pricing, free forever.

Free

Base

Unlimited

Frequently Asked Questions