Accounts held at TradePMR can be linked into Portfolio Lab. With a linked account, the portfolio position data is transferred automatically from TradePMR every time you restart Portfolio Lab.
- In TradePMR eCustody, go to Settings->Partners page
- Select Kwanti from the list
- Click register and choose the relevant rep code. It may take up to a few hours for the link to be setup.
- Send a mail to firstname.lastname@example.org, indicating your rep code(s).
Select Import->TradePMR from Portfolio Lab main screen.
To link an account:
- Select the account from the list
- Click 'Import'
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.