The Pershing/Kwanti link automatically synchronizes your data from Pershing into Kwanti on a daily basis. The data transferred from Pershing to Kwanti is:
- the list of accounts
- for each account, the list of positions
To link your accounts from Pershing:
- Email email@example.com and let us know the name of your broker/dealer
- In response we send you the forms for enabling the feed. Forward these forms to your broker/dealer
- The forms are processed by Pershing
- When ready, we inform you that the data link is active.