How it works
Slant connects to your custodian through advisor codes — the unique identifiers your custodian assigns to you as an advisor. When you add an advisor code in Slant, the system begins pulling account data for all accounts associated with that code. After adding your advisor code, your custodian needs to authorize data access — a process that is typically fulfilled within 10 business days. Each custodian has a step-by-step release data guide (see the table below) that walks you through authorizing access. Once authorized, data syncs every night and keeps your account data, balances, and holdings up to date. New accounts that appear under your advisor code are picked up automatically during the next sync.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
| Custodian | ROI request | Release data guide |
|---|---|---|
| Fidelity | No | Fidelity guide |
| Schwab | No | Schwab guide |
| Betterment | No | Provided by Betterment |
| Pershing | Yes | Pershing guide |
| Interactive Brokers | Yes | Interactive Brokers guide |
| DST | No | DST guide |
| RBC | No | Contact support |
| SEI | No | Contact support |
FAQ
How often does custodian data sync?
How often does custodian data sync?
Account data syncs every night. New accounts, updated balances, and position changes are reflected in Slant the following morning. Position data for newly synced accounts may take up to 24 hours to appear.
Do I need to add advisor codes for each book?
Do I need to add advisor codes for each book?
No. You can add advisor codes at the company level and enable them for specific books — a single advisor code can be shared across multiple books. You can also add advisor codes at the book level if they only apply to one book.
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 an advisor code stops syncing accounts associated with that code. Any account that was only accessible through that code — along with its positions, balances, transactions, and client links — is removed from Slant. Accounts that also match another advisor code in your firm are preserved and continue to sync.
Next steps
Set up custodian integrations
Add advisor codes and connect your custodians
Link accounts to clients
Connect custodian accounts to client households