> ## 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.

# Addepar

> Connect Addepar to view household account values, allocations, and performance in Slant.

A Slant representative must enable Reporting and Addepar for your company. Only admins with the integrations permission can connect or change Addepar. Your company can connect one reporting provider at a time.

## Connect Addepar

Open **Settings** → **Reporting** and choose one of two ways to connect:

* **Connect with Addepar** signs in with an Addepar user and authorizes Slant. Slant only receives data that user can access.
* **Use API key** takes a firm ID, subdomain, API key, and secret created in Addepar's Firm Administration. Slant checks the credentials before saving them.

The first import starts right after connecting. Slant imports every top-level owner in your firm (households, clients, trusts) as a reporting household, together with its accounts, values, allocation, and performance. Imports refresh nightly.

## Settings

* **Import Addepar groups as households** adds each Addepar group as a household you can link to a client. Turn this on if your firm models families as groups.
* **Allocation attribute** chooses which Addepar attribute drives the allocation chart (Addepar's Asset Class by default, or one of your custom classifications). **Subclass attribute** adds a second breakdown.
* **Extra attributes** shows up to three Addepar attributes, such as a model or risk level, on the household and its accounts.

Settings apply on the next import. Use **Sync now** to run one immediately (available once per hour).

## Link a client

Under **Available households**, choose a Slant client in **Linked household**, or open a client's **Reporting** tab and click **Link reporting household**. Slant links households automatically when custodian account numbers match, or when the Addepar name exactly matches one Slant client. Use **Adjust link** to change or remove a link; a manually unlinked household stays available and is not relinked automatically.

## View reporting data

The client's **Reporting** tab shows:

* Account names, masked numbers, custodians, registration type when Addepar provides it, and values in USD.
* Allocation by your chosen attribute, with an optional subclass breakdown.
* Account and household time-weighted returns, starting values, contributions, withdrawals, fees, and dividend and interest income for YTD, prior year, or since inception.
* Your extra attributes as labels on the household and each account.

Values reflect the previous business day's snapshot. Links open the household or account in Addepar.

<Note>
  Addepar reporting does not include target allocations or projected income; Addepar's API does not expose them.
</Note>

## Disconnect Addepar

Open **Settings** → **Reporting**, click **Disconnect** on the Addepar card, and confirm. Slant removes imported reporting data and client links in the background. Your Slant clients and the data in Addepar remain.