> ## 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.

# Accounts

> View and manage financial accounts for a client household from the Records tab.

The **Accounts** section on a client's **Records** tab shows all financial accounts linked to that household — both [manual accounts](/records/accounts/manual-accounts) you've created and accounts synced from a [custodian integration](/setting-up-slant/integrations/custodian/overview).

<Note>
  Accounts are available for clients only. Prospects do not have an Accounts section.
</Note>

## View accounts

Open a client's detail page and click **Records** in the right-side panel. Expand the **Accounts** section to see all accounts for this household.

Each account card shows:

* **Account name** and **institution**
* **Account type** and **tax-advantaged type** (if applicable)
* **Account number** — if available
* **Owner(s)** — the household members who own the account
* **Balance** — the most recent balance with an "as of" date
* **YTD return** — year-to-date return percentage (color-coded green for gains, red for losses)

Click **Show more** on an account card to see additional details including performance metrics (MTD, QTD, 1-year, 3-year, and 5-year returns) and the full account number.

## Add an account

<Steps>
  <Step title="Expand the Accounts section">
    Click **Records** in the right-side panel, then expand **Accounts**.
  </Step>

  <Step title="Click Add financial account" />

  <Step title="Fill in the details">
    Enter the account name, select an account type and tax type, and optionally add the institution, account owners, balance, and account number. See [manual accounts](/records/accounts/manual-accounts) for a full description of each field.
  </Step>

  <Step title="Save the account">
    The new account appears in the Accounts section.
  </Step>
</Steps>

<Tip>
  You can also create manual accounts from the **Accounts** → **Manual** page in the sidebar. See [creating manual accounts](/records/accounts/manual-accounts#create-a-manual-account).
</Tip>

## Edit an account

Click an account card to open the edit form. You can update:

* Account name, institution, and account number
* Account type and tax-advantaged type
* Account owners (select one or more household members)
* Balance
* Notes — free-form notes about the account

Click **Save changes** to apply your edits.

## Unlink a synced account

If an account was originally synced from your custodian, a link icon appears on the card. To stop syncing updates while keeping the account data:

<Steps>
  <Step title="Click the account card to open it" />

  <Step title="Click Unlink account">
    Confirm the action. The account remains on the household but no longer receives updates from the custodian.
  </Step>
</Steps>

## Delete an account

<Steps>
  <Step title="Click the account card to open it" />

  <Step title="Click Delete account">
    Confirm the deletion.
  </Step>
</Steps>

<Warning>
  Deleting an account removes it permanently. This cannot be undone.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Can an account have multiple owners?">
    Yes. When adding or editing an account, you can select multiple people from the household as owners.
  </Accordion>

  <Accordion title="Why don't I see the Accounts section?">
    The Accounts section only appears for client households. If you're viewing a prospect, it won't be available.
  </Accordion>

  <Accordion title="How do balances update for synced accounts?">
    If you have a [custodian integration](/setting-up-slant/integrations/custodian/overview) connected and accounts are linked, balances update automatically with each nightly sync. For manual accounts, you update balances yourself from the edit form.
  </Accordion>
</AccordionGroup>