Accounts held at Fidelity can be linked into Kwanti. For linked accounts, the portfolio data is refreshed every night 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.
Activation
To activate, please follow these instructions.
Please note that one G# is linked free of charge. For additional G#'s, a one time 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.