Accounts held at Fidelity can be linked into Kwanti. For linked accounts, the portfolio data is refreshed every night from from Fidelity to Kwanti.
Both positions and history are transferred, and Kwanti shows the actual performance of the portfolios, taking into account the transactions and cash flows.
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 8am EST with data from previous close)
- Transactions history (starting at day when the integration was activated).
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.