Pershing accepts release-of-information (ROI) requests via email. After you save your Pershing advisor code in Slant, you can send the ROI request to Pershing on your behalf directly from the custodian settings — no separate form, no manual email.
ROI processing timeline: 5–10 business days after Pershing receives the request.
Send the ROI request
Open your Pershing advisor code in Slant
Go to Settings → Custodian, find the Pershing row, and click it to open the dialog.
Click Send ROI request
In the dialog, click Send ROI request. A form expands inline.
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 Pershing’s 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. Watch for Pershing's reply
Pershing’s reporting team will reply to the email to confirm receipt and process the request. The reply goes to the advisor email you entered.Once Pershing activates the feed, data starts flowing into Slant on the next nightly sync.
