> ## 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. # Linking custodian accounts > Connect custodian accounts to client households and trusts using auto-linking or manual linking. 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](/records/clients/portfolio) 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. ## Auto-linking Slant automatically links custodian accounts to client households when it finds a matching tax ID. This happens in three 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. * **When an advisor code is assigned to a book** — Slant scans existing custodian accounts under that code and links any that match a tax ID in the book's client households. 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. ## Manual linking You can link any custodian account to a client household or trust directly from the [custodian accounts list](/records/accounts/custodian-accounts). Click **Accounts** → **Custodian** in the sidebar. Search by account name or number, or use the **Link status** filter to show only unlinked accounts. 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, select a trust in the **Linked trust** column — if the column isn't visible, add it using the column toggle in the top-right corner. If the cell already shows another book's name or **Assigned in another book**, the account is linked elsewhere in your company. You can still link it in the current book — each book manages its own link. 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](/records/clients/portfolio). ## Unlink an account To remove a link between a custodian account and a household or trust: Click **Accounts** → **Custodian** in the sidebar. 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. ## FAQ Yes. A custodian account can be linked to one household and one trust at the same time. The account's market value counts toward the linked client's AUM. Auto-linking requires a tax ID match between the custodian account and a person in your client household. Check that the person's tax ID is set correctly and that the account's advisor codes match your book principal's codes. If the custodian doesn't provide tax ID data for the account, you'll need to link it manually. Portfolio data is removed from the client's Custodian tab and the account's market value is subtracted from their AUM. The custodian account itself stays in Slant and can be re-linked at any time. Yes. Each book manages its own links independently. The same custodian account can be linked to different households in different books. ## Next steps View balances, holdings, and performance for linked clients Browse, filter, and manage all custodian accounts