Fidelity is a very popular choice among successful day traders.
You can link Fidelityto enable automatic updates of trades and performance.
Kinfo works great with Fidelity! The integration enables end-users to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.
Linking guide
To link Fidelity, kinfo uses SnapTrade, an aggregation provider that supports connecting to Fidelity.
You will use the same credentials used to login to to the Fidelity app.
About Security
The access provided to kinfo via SnapTrade is limited to reading data about your trading history and open positions.
With this method, you will never share your actual broker credentials with kinfo and the integration is only granted access to read transaction data in order to calculate trades and performance metrics.
Since the kinfo user is granted access, the following applies:
- Kinfo NEVER see, store or have access to your real broker credentials
- Kinfo can NEVER be used to execute trades
- Kinfo can NEVER touch your money/assets or make any changes to your account
1. Linking Fidelity on kinfo
Select Fidelity from the listed brokers.
Enter login & password
3. Track your trading performance
If you completed the steps above your Fidelity account should be linked to kinfo and the platform will start tracking your trading performance.
When linking the platform will import full-time of history and try to calculate retroactive performance based on transactions.
Going forward, trading performance will be updated daily.
Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com
Good luck with your trading!
