Kwanti can automatically import and synchronize portfolios
- from custodians such as Schwab, Fidelity, TradePMR...
- from third party vendors such as Advyzon, Black Diamond, Orion...
You can see the full list on our partners page.
Note: Kwanti is not a trading platform. Trades must be executed in a custodial account which can then be imported into Kwanti. Trades cannot be executed within Kwanti.