Sync your Schwab portfolio automaticallyLive positions, dividends, and transaction history — no manual exports
Connect your Charles Schwab account and divtracker.ai tracks your portfolio automatically. SCHD, SCHA, individual dividend stocks — every position, every payout, every transaction synced in real time. Your dividend calendar and FIRE progress stay current without you doing a thing.
Connect Schwab freeHow to connect your Schwab account
Create your divtracker.ai account
Sign up free — no credit card required.
Open Settings and select Schwab
Go to Connected Accounts in Settings and choose Charles Schwab from the broker list.
Authorise at Schwab
You'll be sent to Schwab's authorisation page. Grant read-only access. divtracker.ai cannot execute trades or move any funds — ever.
Your portfolio is live
Your Schwab holdings and full history appear within minutes. Dividend calendar, FIRE progress, and performance metrics update automatically from here on.
What syncs from Schwab
Positions
All equity, ETF, and mutual fund holdings across your Schwab brokerage and IRA accounts
Live prices
Real-time market value and intraday change for all positions
Dividend and distribution history
Full history of dividend and capital gain distribution payments with dates and amounts
Transaction history
Complete trade and transaction ledger — buys, sells, reinvestments, and transfers
Account balances
Total account value and available cash, always reflecting your latest Schwab balance
Read-only access. divtracker.ai cannot place orders, make transfers, or change any settings in your Schwab account.
Prefer CSV import?
You can export your transaction history from Schwab's Accounts page and import it into divtracker.ai as a CSV. The importer recognises Schwab's default export format. Auto-sync is available as an upgrade at any time.
Your Schwab portfolio. Always in sync.
Connect once — live prices, dividends, and FIRE progress update automatically.
Connect Schwab free