Accounts held at Betterment can be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Betterment (refreshed every week day at 9am EST with data from previous close).
For Betterment 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 the feed, please contact Betterment at support@bettermentforadvisors.com and ask for the feed to be activated.
Usage
Once activated, select Import -> Betterment from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
Cost
The first Rep Code is linked at no cost.
For additional Rep Codes, a setup fee of $100 per Rep Code will apply.
Data transferred
- Positions (refreshed every day at 9am 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.