Accounts held at Fidelity can be linked into Kwanti. For linked accounts, the portfolio data is refreshed nightly from from Fidelity to Kwanti.
To activate, please follow these instructions.
Once activated, select Import->Fidelity from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Positions (refreshed every day at 7am 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.
You may also link accounts from NFS. To do so, please request the NFS Vendor Transmission request form from Fidelity.