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Account linking connects custodian accounts to households in Slant. Once linked, account balances appear on client records and AUM tracks automatically. Linking custodian accounts to households:
  • Shows balances on client records — See account values in one place
  • Calculates AUM automatically — No manual entry or updates
  • Enables AUM-based reporting — Track assets at the household and book level

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From the custodian accounts list

1

Open custodian accounts

Navigate to Custodian accounts in the sidebar.
2

Find the account

Search or browse to locate the account you want to link.
3

Link to household

Click the link option on the account and search for the household that owns this account.
4

Confirm

Select the household to complete the connection.

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From a household record

1

Open the household

Navigate to the client or prospect record.
2

Find the custodian section

Locate the custodian accounts area on the household record.
3

Link an account

Click to link a custodian account and search for it.
4

Confirm

Select the account to complete the link.

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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.
  • Market value — Current balance
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 are linking to the correct household. 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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View linked accounts

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On household records

After linking, view portfolio data on the household:
1

Open the household

Navigate to the client record.
2

Find custodian data

Look for the custodian accounts section showing linked accounts, total value, and account details.
To remove a link between an account and household:
1

Open the household

Navigate to the client record.
2

Find the account

Locate the custodian account you want to unlink.
3

Click Unlink

Click the unlink option and confirm.
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

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

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Advisor code validation

You can only link accounts whose advisor codes match your book’s principal advisor codes. Accounts from other advisors do not appear in your custodian accounts list.

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Trust accounts

Custodian accounts held by trusts can be linked to a trust entity within a household. The custodian_account_link supports both household and trust associations.

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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:
  • Check the household’s AUM field
  • Compare to the sum of linked account balances
  • Values should match (timing differences between nightly syncs are normal)

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Troubleshooting

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Account not found

Causes:
  • Account’s advisor code does not match your book’s principal codes
  • 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 (viewing does not link it)
  • Sync has not run yet
  • Account balance changed after last sync
Fix: Confirm the account is linked. Check the as-of date. Wait for the 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

Portfolio data

View and use portfolio data

Connecting custodians

Set up custodian feeds