Account linking

Account linking connects custodian accounts to households in Slant. Once linked, portfolio data appears on client records and AUM tracks automatically.

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Why link accounts

Linking custodian accounts to households:

• Shows portfolio on client records — See holdings and balances in one place
• Calculates AUM automatically — No manual entry or updates
• Tracks account history — Portfolio changes over time
• Enables reporting — AUM-based reports and dashboards

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Link an account

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From the custodian accounts list

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From a household record

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Identify the right account

Custodian accounts include information to help you match them:

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Account details

• Account number — Last 4 digits for verification
• Account name — Name on the account
• Account type — IRA, brokerage, trust, etc.
• Balance — Current market value

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Related parties

Many accounts show related party information:

• Name — Account owner’s name
• Relationship — Primary owner, joint owner, trustee, etc.
• Contact info — Email or phone when available

Use related party data to verify you’re linking to the correct household.

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Link multiple accounts

A household typically has multiple custodian accounts:

• Individual brokerage accounts
• Joint accounts
• Retirement accounts (IRA, 401k rollovers)
• Trust accounts

Link all accounts belonging to a household to see their complete financial picture.

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Bulk linking

To link several accounts at once:

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View linked accounts

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On household records

After linking, view portfolio data on the household:

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Account selector

If multiple accounts are linked, use the account selector to:

• View all accounts together (combined portfolio)
• Filter to a specific account
• Compare account performance

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Unlink an account

To remove a link between an account and household: Unlinking removes the account from the household’s portfolio view. The account remains available to link to a different household.

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Account linking rules

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One link per workspace

Each custodian account can be linked to one household per workspace. If an account is already linked, you’ll need to unlink it first to link it elsewhere.

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Multiple workspaces

If the same account appears in multiple advisor workspaces (due to shared advisor codes), it can be linked independently in each workspace.

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Advisor code validation

You can only link accounts whose advisor codes match your workspace. Accounts from other advisors won’t appear in your custodian accounts list.

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AUM impact

Linking affects AUM calculations:

• Linked accounts — Balance included in household AUM
• Unlinked accounts — Balance not included
• Automatic updates — AUM recalculates nightly as balances change

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Verify AUM

After linking:

1. Check the household’s AUM field
2. Compare to the sum of linked account balances
3. Values should match (or closely match for timing differences)

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Troubleshooting

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Account not found

Causes:

• Account’s advisor code doesn’t match your workspace
• Account recently opened (not yet in nightly feed)
• Search criteria too narrow

Fix: Broaden your search, verify the account’s advisor code, or wait for the next sync.

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AUM not updating

Causes:

• Account not linked (just viewing doesn’t link it)
• Sync hasn’t run yet
• Account balance changed after last sync

Fix: Confirm the account is linked, check the as-of date, wait for next nightly sync.

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Duplicate accounts

Causes:

• Account transferred between custodians
• Multiple data sources for same account

Fix: Link the most current account. If duplicates persist, contact support.

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Next steps