Importing data from Schwab Advisor Services

Kwanti can automatically import account data from Schwab Advisor Services™, eliminating the need for manual entry. Accounts are refreshed nightly with end-of-day values. In addition, Single sign-on is available between Kwanti and Schwab Advisor Center.

Kwanti is a participating vendor in Schwab OpenView MarketSquare™.
Visit Schwab OpenView MarketSquare™ to share your experience with Kwanti with other advisors.

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.

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