How it works
Slant connects custodians at the company level. Company connection managers then assign advisor codes to the books that should receive their data. A step-by-step setup dialog guides you through your custodian’s release process, records your submissions, and keeps watching for matching data. Slant emails you when a step comes back to you and when the connection is live. Each code has separate release, delivery, processing, and availability requirements. Current health is based on content dates and the provider’s calendar. Account records do not establish current balances, positions, or carrier values. Staff handoffs and unknown schedules remain visible until they are resolved.What you can do
- Set up custodian integrations — Add your advisor codes and choose which books can access the data.
- Link accounts to clients — Slant auto-links accounts to clients using tax ID matching. You can also link or unlink accounts manually from the custodian accounts list.
- View portfolio analytics — See portfolio balances, asset composition, holdings, transactions, and balance history on each client’s detail page.
- Browse custodian accounts — Search, filter, and manage all synced custodian accounts from a single list.
Supported custodians
FAQ
How often does custodian data sync?
How often does custodian data sync?
Open the connection options menu → Data status to see your provider’s next delivery window and the content date of each requested data category. Market holidays and carrier schedules can affect timing. Some carrier values arrive monthly; an unconfirmed schedule is shown as unknown.
Do I need to add advisor codes for each book?
Do I need to add advisor codes for each book?
No. All advisor codes belong to your company. Company connection managers add each code once and choose its books in Books & codes. A code can be assigned to one book, several books, or none while setup is in progress.
Can I use custodian integrations with prospects?
Can I use custodian integrations with prospects?
No. The custodian tab and portfolio analytics are only available on client households and trusts. Prospect households do not display custodian data.
What happens if I remove an advisor code?
What happens if I remove an advisor code?
Removing a claim revokes its book assignments. Accounts available only through that claim are cleaned up; accounts also available through another claim remain available. Removing a code from a connection only changes that connection’s requirements, and preserves its history.
Next steps
Set up custodian integrations
Add advisor codes and connect your custodians
Link accounts to clients
Connect custodian accounts to client households