> ## Documentation Index > Fetch the complete documentation index at: https://docs.slant.app/llms.txt > Use this file to discover all available pages before exploring further. # Overview > Track financial accounts across your book with custodian-synced and manually created accounts. 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](/records/accounts/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](/records/clients/portfolio) and contribute to a client's AUM. * **[Manual accounts](/records/accounts/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](/records/households/accounts) under **Accounts**. ## 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](/records/accounts/custodian-accounts). * **Manual** — Browse all manual accounts created across your book. [Learn more](/records/accounts/manual-accounts). You can also view and manage accounts for a specific client from their [household detail page](/records/households/accounts). ## How accounts connect to clients Custodian accounts are [linked to client households or trusts](/setting-up-slant/integrations/custodian/linking) — 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. ## 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. ## Next steps Browse and link synced accounts Create and manage accounts manually View balances, holdings, and performance Connect your custodian integration