Add your master account number
Open Settings → Custodian → Interactive Brokers in Slant and enter your master account number (the F-code, such as F12345). One master covers every open and funded subaccount. Then choose which books should receive the accounts.Send the enablement request
Slant drafts the request email to Interactive Brokers’ reporting integration team with your account number filled in, asking for all available historical data and all open and funded subaccounts. Select Open email to open it in the email composer and send it from your connected mailbox; Slant’s custodian team is copied. If no mailbox is connected to Slant, the dialog shows you the email to send yourself, then you confirm it was sent. Interactive Brokers only accepts the request from an email address associated with the account. If you are not the account holder, have the account holder send it.What happens next
- Interactive Brokers enables the feed, usually the same or next business day, and replies “All set” with your file prefix, copying Slant.
- Historical data (limited to two to three years) arrives that day; daily files start the next morning.
- Slant verifies the master account by matching account titles against your households, then emails you that the connection is live.