Connect your brokerage,
skip the manual entry
Link Robinhood, Schwab, Fidelity, Vanguard, Chase, and thousands more institutions through SnapTrade and Plaid. DripData syncs holdings, dividends, transactions, and account balances automatically โ no spreadsheets, no copy-paste.
Supported brokerages include
Robinhood
Charles Schwab
Fidelity
Chase
Vanguard
E*TRADE
Merrill Lynch
Interactive Brokers
Webull
Public.com
Alpaca
Tradier
+ thousands more banks, brokerages, and investing institutions via Plaid
How it works
Upgrade to Platinum
Brokerage connectors are a Platinum feature. Get started for $15/month.
Choose your broker
Search brokerages and investing accounts through our unified SnapTrade + Plaid connection flow.
Authorize read-only access
You're redirected to your broker's secure login. DripData never sees your credentials.
Holdings sync automatically
Positions, transactions, and dividends are pulled in. Your portfolio stays up to date.
Read-only. Always.
Brokerage connections use OAuth โ you log in directly on your broker's website and grant read-only access. DripData never sees your password and cannot place trades, move funds, or modify your account in any way. Connections are powered by SnapTrade for direct brokerage support and Plaid for broader institution coverage.
Frequently asked questions
Is my login information safe?
Yes. You authenticate through the broker connection flow โ DripData never receives or stores your brokerage username or password. Connections are read-only and powered by SnapTrade and Plaid.
What data is synced?
Positions (ticker, quantity, cost basis), transaction history (buys, sells, dividends received), and live account balance.
Can DripData place trades?
No. The connection is strictly read-only. We can only see your holdings โ we cannot move money or place orders.
How often does data sync?
Holdings sync automatically when you load your portfolio. You can also trigger a manual sync at any time from the portfolio page.
How many accounts can I connect?
Platinum lets you connect multiple brokerage accounts across different institutions and view them all in one place.
My broker isn't in the featured list โ is it still supported?
Most likely yes. SnapTrade covers many investing brokerages, and Plaid expands search across 12,000+ global financial institutions. Try connecting โ search for your broker during setup.
Ready to connect your broker?
Upgrade to Platinum and link your first brokerage in under a minute.
Get Platinum ยท $15/mo โ