We are pleased to announce that Kwanti has been approved as a Fidelity third-party vendor. Your client accounts at Fidelity can now be linked into Kwanti, eliminating the need to manually import data. [Press release]
Portfolio positions from Fidelity are synchronized daily into Kwanti, based on the previous day’s close. Note that only the latest positions are transferred (no history).
To activate this integration, please follow these instructions.