Connecting custodians

Custodian data integration is configured at the firm level. Once connected, accounts matching your advisor codes automatically appear in Slant.

​

How custodian connections work

Unlike email integration (which you set up yourself), custodian connections are typically configured by your firm administrator or during onboarding:

1. Firm-level setup — Your firm connects to a data aggregation service
2. Advisor codes registered — Your advisor codes are added to the configuration
3. Accounts sync — Accounts with your codes appear in your Slant workspace

​

Check your connection status

To verify custodian data is flowing: If you don’t see expected accounts, contact your administrator.

​

Advisor codes

Custodian accounts are matched to your workspace using advisor codes:

• What they are — Unique identifiers assigned by custodians to advisors
• How matching works — Accounts with your advisor codes appear in your workspace
• Multiple codes — You may have different codes at different custodians

​

Verify your codes

If accounts are missing, your advisor codes may need updating:

​

Understanding data sources

​

Data aggregation

Slant receives custodian data through aggregation services rather than direct custodian connections. This means:

• Standardized data — Consistent format across custodians
• Nightly updates — Data refreshes overnight
• Historical data — Past balances and transactions available

​

Data timing

Data reflects end-of-day values from the previous business day.

​

Troubleshooting

​

No accounts appearing

Possible causes:

• Advisor codes not configured
• Recent account or code changes not yet synced
• Custodian not yet set up for your firm

Steps:

1. Verify your advisor codes with your custodian
2. Contact your firm administrator to confirm configuration
3. Wait until the next morning for data sync

​

Missing specific accounts

Possible causes:

• Account uses a different advisor code
• Account recently opened (not yet in nightly feed)
• Account type not supported

Steps:

1. Check the account’s advisor code at the custodian
2. Verify all your codes are registered in Slant
3. Contact support for account-type questions

​

Stale data

Possible causes:

• Weekend or holiday (no market data)
• Custodian feed delay
• Technical issue with data provider

Check:

• Look at the “as of” date on accounts
• If data is more than 2 business days old, contact support

​

Adding new custodians

If your firm needs to connect a new custodian:

1. Contact Slant support — Request the new custodian integration
2. Verify compatibility — Confirm the custodian is supported
3. Provide configuration — Share necessary advisor codes and account info
4. Test the connection — Verify accounts appear after setup

Adding custodians is a firm-level change that may require your administrator’s involvement.

​

Security and access

​

Read-only integration

Slant’s custodian integration is read-only:

• View balances and holdings — Yes
• Place trades — No
• Move money — No
• Change account settings — No

Your custodian accounts remain secure and unchanged.

​

Data access control

Within Slant:

• Only accounts with your advisor codes are visible
• Team members see accounts based on their book access
• Sensitive data (full account numbers) is masked

​

Next steps