Broker sync on Dividend.watch allows you to automatically update your portfolio by linking it to your external brokerage account. We utilize SnapTrade’s brokerage syncing functionality to provide secure access to importing portfolio details.

This feature ensures you have updated data in your portfolio without updating it manually​.

Connecting your account

Syncing your external brokerage account is straightforward and only takes a few clicks. To sync your portfolio, you need to:

• Log in to your account.
• Once at your portfolio homepage, create a new portfolio and link your portfolio as the tracking method.
• On the next screen, select your broker and complete the secure authentication process.
• After authentication, your portfolio will be automatically connected or show a list of available accounts to sync if you have multiple accounts.
• You can always check the sync status for your portfolio in your Portfolio Settings to manually request a refresh or check the date of the most recent refresh.
• Check supported brokers on this page.

Security

SnapTrade provides automated broker syncing functionality. It follows strict procedures and processes to exceed industry standards. SnapTrade is SOC 2 Type II certified, ensuring it meets rigorous industry requirements for protecting data.

The SnapTrade sync process is secure, with authentication processed through oAuth, ensuring that your login or personal data is never held by Dividend.watch.