Accounts held at Folio Institutional can be linked into Kwanti. For linked accounts, the portfolio data is refreshed nightly from from Folio to Kwanti.
To activate, please email firstname.lastname@example.org with Attn: Data Feeds as the subject line. Folio will respond with instructions.
Once activated, select Import->Folio from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Positions (refreshed every day at 8am EST with data from previous close)
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.