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Linking a custodian account to a client household or trust is what connects portfolio data to the right client record. Once linked, the client’s Custodian tab shows portfolio balances, holdings, transactions, and performance — and the account’s market value counts toward the client’s AUM. Slant supports two ways to link accounts: automatic matching and manual linking.

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Auto-linking

Slant automatically links custodian accounts to client households when it finds a matching tax ID. This happens in two situations:
  • When a new custodian account syncs — If the account’s tax ID matches a person in one of your client households, Slant creates the link automatically.
  • When you add a tax ID to a person — If the person’s household has a matching custodian account, the link is created.
Auto-linking only works when the custodian account’s advisor codes match the book principal’s advisor codes. If the codes don’t overlap, the account won’t auto-link even if the tax IDs match.
Auto-linking depends on tax ID data from your custodian. If your custodian doesn’t provide tax IDs for an account, you’ll need to link it manually.

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Manual linking

You can link any custodian account to a client household or trust directly from the custodian accounts list.
1

Open the custodian accounts list

Click Accounts → Custodian in the sidebar.
2

Find the account

Search by account name or number, or use the Link status filter to show only unlinked accounts.
3

Link to a household

Click the Linked household cell for the account you want to link and select the household from the dropdown. To link to a trust instead, add the Linked trust column using the column toggle in the top-right corner, then select a trust.
The link takes effect immediately. The account’s market value is added to the client’s AUM, and portfolio data becomes available on the client’s Custodian tab. To remove a link between a custodian account and a household or trust:
1

Open the custodian accounts list

Click Accounts → Custodian in the sidebar.
2

Clear the link

Click the Linked household (or Linked trust) cell for the account and clear the selection.
The account remains in Slant but is no longer associated with that client. Its market value is removed from the client’s AUM.

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FAQ

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Next steps

Portfolio analytics

View balances, holdings, and performance for linked clients

Custodian accounts list

Browse, filter, and manage all custodian accounts