Accounts held at Schwab Institutional can be linked into Kwanti. For linked accounts, the portfolio data is refreshed every night from from Schwab to Kwanti.
To activate the feed, a LOA (Letter of authorization) must be filled:
- Download a LOA and fill the form according to the instructions
- Email the LOA to firstname.lastname@example.org
- Fax the LOA to Schwab Technical Client Services (877-242-2772)
- Within approximately three business days, we will confirm activation of the link.
Once activated, select Import->Schwab from Kwanti main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Positions (refreshed every day at 8am EST with data from previous close)
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.