Accounts held at Fidelity can be linked into Kwanti. For linked accounts, the portfolio data is refreshed every night from Fidelity to Kwanti.
For Fidelity portfolios, Kwanti calculates the time-weighted returns, showing the actual performance of the portfolios. History will begin on the date the integration is activated.
Activation
To activate, please follow these instructions.
Cost
The first G# is linked at no cost.
For additional G#'s, a setup fee of $100 per G# will apply.
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 8am EST with data from previous close)
- Transactions history (starting at day when the integration was activated).
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.