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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.

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Send the ROI request

1

Open your Pershing advisor code in Slant

Go to Settings → Custodian, find the Pershing row, and click it to open the dialog.
2

Click Send ROI request

In the dialog, click Send ROI request. A form expands inline.
3

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.
4

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

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Contact support

Stuck or didn’t get a Pershing reply? Email hannah@slant.app.