Automatic linking is available for supported US brokerages. This can be selected in the 'Add New Portfolio' selection prompt or by using the 'Update Auto Link' button on an existing account in the portfolio page. If you have a manual account, this will delete all existing holdings in that account and replace it with an automatic link showing the current holdings in your brokerage account. The automatic linking service through the service Plaid and provides an easier method of importing your current portfolio to the Dividend Data platform.

Only U.S. Brokerages are supported at this time. Additional support is coming soon.