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Accounts represent the financial accounts your clients hold — brokerage accounts, retirement accounts, bank accounts, insurance policies, and more. Slant gives you two ways to track them.
  • Custodian accounts — Synced automatically from your custodian each night. These are read-only and reflect the latest data from institutions like Schwab and Fidelity. Custodian accounts power portfolio analytics and contribute to a client’s AUM.
  • Manual accounts — Created by you to track accounts that aren’t held at a connected custodian. Use these for checking and savings accounts, insurance policies, outside retirement accounts, education savings, or any other financial account you want to record.
Both types appear on a client’s Records tab under Accounts.

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Where to find accounts

Click Accounts in the sidebar to expand the sub-menu:
  • Custodian — Browse all custodian accounts synced to your book. Learn more.
  • Manual — Browse all manual accounts created across your book. Learn more.
You can also view and manage accounts for a specific client from their household detail page.

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How accounts connect to clients

Custodian accounts are linked to client households or trusts — either automatically through tax ID matching or manually from the custodian accounts list. Once linked, the account’s market value counts toward the client’s AUM and portfolio data appears on the client’s Custodian tab. Manual accounts are tied to a client household when you create them. They don’t sync with external data, so you update balances and details yourself.

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FAQ

Custodian accounts sync automatically from your custodian integration and are read-only. Manual accounts are created and maintained by you for accounts not held at a connected custodian.
No. Only linked custodian accounts contribute to a client’s AUM. Manual account balances are tracked separately for your reference.
No. Custodian accounts are created automatically when data syncs from your custodian. If a manual account corresponds to a custodian account that later syncs, you can delete the manual account and link the custodian account to the client instead.

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Next steps

Custodian accounts

Browse and link synced accounts

Manual accounts

Create and manage accounts manually

Portfolio analytics

View balances, holdings, and performance

Custodian setup

Connect your custodian integration