D360 Features, Terms & help

Frequently Asked Questions

How do I sign up for an account?

Signing up for an account is quick and easy! Simply follow these steps:

  • Find the “GET STARTED” button, which is located at the top right corner of our website or under the “More Income Less Effort headline towards the middle of the screen.

  • Click on the “GET STARTED” button, and you’ll be directed to a page where you can choose from multiple login options.

  • If you scroll down, you can explore the various plans and select one that best suits your needs and follow the on-screen instructions to complete your registration. Note: All plans come with a 14-day free D360 Pro trial.

  • If you have any issues or further questions, please don’t hesitate to contact our support team at support@dividends360.com

Can I get a free trial before committing to a subscription?

Yes, you can! We offer a 14-day free trial for those who want to try our services before committing to a subscription. Here's how to access it:

  • Click the "GET STARTED" option on our website and fill in the information.

  • Choose one of the paid plans; the 14-day free trial will be included with your selection.

  • Complete the registration process.

You will not be charged if you cancel before the trial period ends, so you can fully explore
D360 without any commitment. If you have any questions or need assistance, please don't hesitate to contact our support team!

What is your platform and how does it help dividend investors?

Dividends360 is a powerful platform that equips dividend investors with the necessary tools, data, and resources to help them make informed decisions, optimize their dividend portfolios, and work towards achieving more income with less effort!

How to link a portfolio account?

1. Via User Settings:

To link an account to Dividends360, you need to be a member of the Dividends360 Pro plan. If you’re not a member yet, (click here to join). Once you’re a member, you have two methods to link your account:

  • Navigate to the upper right corner of the Dividends360 application

  • Click on the icon displaying your user initials

  • From the dropdown menu, select “Profile and Settings”

  • Choose “Manage Accounts”

  • Click on the “Link New Account +” button and follow the on-screen instructions

2. Via the Performance Page:

  • Go to the Performance page

  • Locate the Portfolio block directly under the “Performance, Research, D360 Network” section in the upper left corner

  • Click on the “+ Link New Account” button and proceed with the on-screen instructions.

Who is Dividends360 suitable for?

Dividends360 is designed for those who aim to maximize their income-generating potential with less effort, leveraging technology to provide them an edge in the investment world.

  • Self-directed Investors: If you prefer to make your own investment decisions without relying entirely on financial advisors, Dividends360 provides the resources and tools to help you manage your investments more efficiently.

  • Dividend and Income Seekers: For those who prioritize passive income and dividends as part of their investment strategy, Dividends360 offers a platform to enhance and streamline your income-focused investments.

  • Investors with Multiple Accounts or brokerages: With the ability to link multiple brokerage accounts, Dividends360 serves as a consolidated dashboard to view investments across different accounts and/or brokerages.

  • Time-conscious Investors: If you’re looking to optimize your investment process and save time, Dividends360's seamless integration allows you to plan, manage, track, and adjust your portfolios effectively.

  • Tech-savvy Investors: Our Software as a Service (SaaS) solution is suitable for investors who are comfortable with online platforms and appreciate the benefits of digital tools in their investment journey.

How frequently is dividend data updated on the platform?

Dividends360 utilizes a direct API with Morningstar to keep dividend data updated.  So, this means as soon as they know we know!  We receive daily Dividend data feeds which provide updates on dividend payouts, ex-dividend dates, pay dates and other related dividend information. Dividends360 performs regular integrity checks to ensure accuracy and provides exception reporting if data discrepancies are discovered.  At Dividends360 we are committed to timely and reliable data to support informed investment decisions. Our support team is always available for any questions or to provide assistance.

What types of dividends are supported (ordinary, qualified, etc.)?

Dividends360 supports a wide range of dividend types, including ordinary dividends, qualified dividends, special dividends, and other payment types from REITs, MLPs and preferred shares. This comprehensive support ensures that investors can track and manage their income regardless of the type of dividend payment effectively all within D360.

How does the platform calculate dividend income?

Dividends360 calculates dividend income by considering various factors, including the number of shares, dividend rate per share, payout frequency, currency conversion, and user-customized settings. By combining these elements and relying on accurate, real-time data, D360 offers a precise and tailored overview of your dividend income to support your investment decisions. Our support team is available for any further inquiries or assistance.

What level of customer support is available, and how can I reach you?

Dividends360 offers responsive customer support through email at support@dividends360.com.

A support popup on the bottom right corner of our platform which will let you share your concerns or queries.  We are committed to responding within 24hrs during standard business weeks.

Is there a mobile app available for your platform?

Dividends360 does not have a dedicated mobile app, but the platform is optimized for viewing on mobile devices through a web browser. This mobile-friendly design ensures a seamless experience, allowing users to manage investments and access features on the go. Further enhancements to the mobile experience are continually being explored. Feel free to contact support for any mobile-related inquiries!