Support

We're here to help. Most questions get a reply within one business day.

Contact us

For any question — billing, account, imports, bugs, feature requests — email us at support@dividendinsight.com.

Please include your account email and a screenshot or short description of what you're seeing. The more detail you share, the faster we can help.

Account & sign-in

  • Forgot password — use the "Forgot password?" link on the sign-in page to reset it via email.
  • Reset email not arriving — check your spam folder. If it's still missing after a few minutes, email support and we'll reset it manually.
  • Sign in with Google or Apple — both are supported on web and mobile. If you originally signed up with a password and want to switch, contact support.
  • Delete your account — go to Settings → Account → Delete Account, or email us. Account deletion permanently removes your portfolios, holdings, and personal data.

Billing & subscriptions

  • Free trial — Basic and Premium plans include a 14-day free trial with full access. We charge your card automatically when the trial ends, only if you haven't cancelled.
  • Cancel anytime — Settings → Subscription → Cancel. Cancelling during the trial keeps you on the free plan with no charge.
  • Refunds — if you were charged unexpectedly, email us within 7 days and we'll make it right.
  • Switch plans — upgrade or downgrade any time from Settings → Subscription. Changes take effect immediately, and we prorate the difference.
  • Yearly plans — we offer a yearly option with ~20% savings. See pricing for details.

Importing your holdings

  • Supported brokers — Schwab, Fidelity, Vanguard, Robinhood, and any standard CSV format with symbol, shares, cost basis, and purchase date columns.
  • How to import — open a portfolio, click "Import", upload your CSV, and map the columns. We auto-detect most broker formats.
  • Manual entry — you can also add positions one at a time from the portfolio detail screen.
  • Export — every paid plan includes CSV export for your portfolios and positions, so your data is always portable.
  • Import errors — most issues come from missing columns or unsupported tickers. Email us your file (with any sensitive info removed) and we'll diagnose it.

Mobile app

  • iOS — download Dividend Insight on the App Store. Sign in with the same email and password as the web app.
  • Push notifications — enable from Settings → Notifications inside the app. We'll let you know about upcoming dividends and important account events.
  • Face ID / Touch ID — enable from Settings → Security to lock the app with biometrics.
  • Sync — your portfolios sync automatically between web and mobile. If something looks out of date, pull down to refresh.

Data & accuracy

  • How often is data updated? — stock prices, dividend payments, payout ratios, growth rates, and analyst ratings refresh daily.
  • Missing or incorrect dividend data — email us the ticker and what you're seeing, and we'll investigate. Most discrepancies trace back to special dividends, splits, or corporate actions.
  • Stock not found — we cover hundreds of dividend-paying U.S. stocks and ETFs. If a ticker is missing, let us know and we'll evaluate adding it.

Privacy & data security

  • We never ask for or store your brokerage credentials.
  • All connections are encrypted via HTTPS, and passwords are securely hashed.
  • Read our full Privacy Policy for details on data handling, third-party services, and your rights.

Feature requests & feedback

We're a small team and we read every email. If there's something you'd like Dividend Insight to do — a new metric, a broker import, an export format, anything — write to us at support@dividendinsight.com with "Feature request" in the subject line.

Quick links

Disclaimer

Dividend Insight is for informational purposes only and does not provide financial, investment, tax, or legal advice. Always do your own research before making investment decisions.