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.
Only the positions are transferred. The portfolio history (transactions) is not transferred. Kwanti does not report the actual performance of the accounts.
Activation
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 support@kwanti.com
- Fax the LOA to Schwab Technical Client Services (877-242-2772)
- Within approximately three business days, we will confirm activation of the link.
Usage
Once activated, select Import->Schwab from Kwanti main screen. To link an account:
- Select the account from the list
- Click 'Import'
Data transferred
- Positions (refreshed every day at 8am EST with data from previous close)
Grouping accounts
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.