Step 1: Sign in to your Dividend Data Dashboard
Step 2: Create a Portfolio
On the Portfolio Tracking Page, Click 'Add Portfolio'. Enter your desired name in the text field labeled 'Account Name'. Select either a manual upload portfolio or automatic brokerage linking. Click Update. Upon successful submission, the page will reload.
Example: New User
Example: Add another Account
Additional Help
You can create an unlimited number of portfolios. Use the dropdown on the portfolio page to switch between accounts. It will be ordered alphabetically.