Skip to main content
Slant receives your BNY Pershing accounts through Pershing’s standard data files, delivered to Slant every night. Pershing has to authorize the transmission for your firm first.
Pershing typically enables a new transmission within 2–3 weeks of the request. Requests that go through a broker-dealer take longer.

​
Add your Pershing codes

Open Settings → Custodian → Pershing in Slant. The setup dialog first asks for your Pershing codes: your broker-dealer’s 3-character IBD number plus each rep’s IP number, in the form IBD-IP (for example 1AB-C23). Both appear on your Pershing statements and in NetX360. If you don’t know them, check I don’t know our codes yet and carry on; Slant fills them in from the feed once Pershing confirms.

​
Send the transmission request

The dialog asks one question: does your firm custody directly with Pershing Advisor Solutions, or do your reps clear through an introducing broker-dealer?
  • Direct: Slant drafts an email to service@bny.com with Slant’s completed SFG Transmission Request questionnaire attached, asking Pershing to release all accounts for all of your offices and reps. Select Open email, review it, and send it from your connected mailbox. If no mailbox is connected to Slant, the dialog shows you the email to send yourself, then you confirm it was sent.
  • Through a broker-dealer: Pershing only accepts the request from your broker-dealer’s home office. Enter your broker-dealer’s operations contact, and Slant drafts the email to them with the questionnaire attached, asking them to submit it to Pershing on your behalf. Some broker-dealers pass on a Pershing setup fee.
Slant’s custodian team is copied either way and handles any technical questions from Pershing directly.

​
What happens next

  1. BNY creates the transmission account and emails Slant when it is complete. If Pershing asks your firm which offices and reps to include, answer all offices and all reps.
  2. Files start the night after the transmission is completed.
  3. Slant registers your codes, matches accounts to your households by tax ID, and places them in your books. Slant emails you when the connection is live.
Pershing masks names and addresses in its files but not tax IDs, so accounts link to clients wherever Slant has the tax ID on file; the rest can be linked in a couple of clicks from the custodian accounts list.