Accounts held at Fidelity can be linked into Kwanti. For linked accounts, the portfolio data is refreshed nightly from from Fidelity to Kwanti.
Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred, so Kwanti can not be used to report the actual account performance.
Activation
To activate, please follow these instructions.
Usage
Once activated, select Import->Fidelity from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
Data transferred
- Positions (refreshed every day at 7am 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.
NFS
You may also link accounts from NFS. To do so, please request the NFS Vendor Transmission request form from Fidelity.