> ## 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.

# Release Interactive Brokers data to Slant

> Send a records-of-interest request to Interactive Brokers directly from Slant.

Interactive Brokers accepts release-of-information (ROI) requests via email. After you save your Interactive Brokers advisor code in Slant, you can send the ROI request on your behalf directly from the custodian settings — no separate email template, no copy-paste.

<Note>
  ROI processing timeline: **5–10 business days** after Interactive Brokers receives the request.
</Note>

## Send the ROI request

<Steps>
  <Step title="Open your Interactive Brokers advisor code in Slant">
    Go to **Settings → Custodian**, find the Interactive Brokers row, and click it to open the dialog.
  </Step>

  <Step title="Click Send ROI request">
    In the dialog, click **Send ROI request**. A form expands inline.
  </Step>

  <Step title="Fill in advisor name and email">
    Enter:

    * **Advisor name** — appears as the signature on the request email.
    * **Advisor email** — used as the reply-to address so Interactive Brokers' response comes back to you.
    * **CC emails** — anyone else on your team who should receive the response. Slant pre-fills our internal CCs.

    Click **Send request**.
  </Step>

  <Step title="Watch for Interactive Brokers' reply">
    Interactive Brokers' reporting integration team will reply to the email to confirm receipt and process the authorization against the advisor code(s) you saved in Slant.

    Once the feed is activated, data starts flowing into Slant on the next nightly sync.
  </Step>
</Steps>

In the Slant custodian settings, the Interactive Brokers row now shows a green **ROI sent** pill so you know the request is in motion.

## Related

* [Set up custodian integrations](/setting-up-slant/integrations/custodian/setup)

## Contact support

Stuck or didn't get an Interactive Brokers reply? Email [hannah@slant.app](mailto:hannah@slant.app).