Fidelity / Kwanti integration

  • Analyze your Fidelity client accounts in Kwanti
  • Drilldown to allocations, expenses

How it works

Select portfolios from Fidelity to be linked into Kwanti. Once linked, the position data is updated daily in Kwanti.

Benefits

The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti analytics.

Fidelity and Kwanti are separate, unaffiliated companies and they are not responsible for each other's services and products.