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Custodian data integration is configured through advisor codes. Once your advisor codes are set up, accounts matching those codes automatically appear in Slant.

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How custodian connections work

Custodian data flows into Slant through BridgeFT, a data aggregation service:
  • Advisor codes registered — Your firm registers advisor codes in Slant settings
  • BridgeFT syncs data — BridgeFT pulls account data from your custodians nightly
  • Accounts appear — Accounts matching your advisor codes show up in your Slant workspace

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Set up advisor codes

Advisor codes are configured at the company level in Settings > Custodian.
1

Navigate to custodian settings

Go to Settings > Custodian.
2

Add an advisor code

Click the add button to create a new advisor code entry.
3

Select the custodian

Choose which custodian this code belongs to (Schwab, Fidelity, Pershing, etc.).
4

Enter the code

Enter your advisor code as assigned by the custodian.
5

Assign to books

Select which books should have access to accounts under this advisor code.

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Multiple advisor codes

You may have different codes at different custodians, or multiple codes at the same custodian. Add each one separately.

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Check your connection status

To verify custodian data is flowing:
1

Navigate to custodian accounts

Go to Custodian accounts in the sidebar.
2

Review available accounts

You should see accounts from your custodians listed.
3

Check data freshness

Note the “as of” dates to confirm recent sync.
If you do not see expected accounts, verify your advisor codes are correct in Settings > Custodian.

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Data timing

EventTiming
Market close4 PM ET
Custodian processingOvernight
Data available in SlantNext morning
Data reflects end-of-day values from the previous business day.

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Troubleshooting

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No accounts appearing

Possible causes:
  • Advisor codes not configured or incorrect
  • Codes not yet registered with BridgeFT (may take up to 24 hours after initial setup)
  • Custodian not supported
Steps:
  • Verify your advisor codes in Settings > Custodian
  • Confirm the correct custodian is selected for each code
  • Wait until the next morning for data sync after initial setup
  • Contact support if accounts still do not appear

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Missing specific accounts

Possible causes:
  • Account uses a different advisor code
  • Account recently opened (not yet in nightly feed)
Steps:
  • Check the account’s advisor code at the custodian
  • Verify all your codes are registered in Slant
  • Contact support for account-type questions

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Stale data

Possible causes:
  • Weekend or holiday (no market data)
  • Custodian feed delay
Check:
  • Look at the “as of” date on accounts
  • If data is more than 2 business days old, contact support

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Security and access

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Read-only integration

Slant’s custodian integration is read-only:
  • View balances and account info — Yes
  • Place trades — No
  • Move money — No
  • Change account settings — No
Your custodian accounts remain secure and unchanged.

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Data access control

Within Slant:
  • Only accounts matching your book’s advisor codes are visible
  • Team members see accounts based on their book access
  • Account numbers are masked (only last 4 digits shown)

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Next steps

Account linking

Connect accounts to households

Custodians overview

Understanding custodian data