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Slant connects to BNY Pershing through Pershing’s standard data files, delivered to Slant every night. Pershing needs to authorize the transmission for your firm before data can flow, and we handle that request with Pershing on your behalf.
Setup timeline: Pershing typically enables a new transmission within 2–3 weeks of the request.

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Connect your Pershing accounts

1

Add your Pershing code in Slant

Go to Settings → Custodian, click Other custodians, and choose Pershing. Enter your Investment Professional (IP) number together with your broker-dealer’s IBD number in the form IBD-IP — for example 6NM-F87. Both appear on your Pershing statements and in NetX360.
2

We request the transmission from Pershing

Slant’s team files the transmission request with Pershing for your firm. Pershing may ask your firm to confirm the request; if they do, please approve it promptly.
3

Data starts flowing

Once Pershing enables the transmission, your accounts appear in Slant within one business day and update every night after that. We confirm with you by email when the feed is live.

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What syncs

  • Accounts, account holders, and account registrations
  • Positions, balances, and daily market values
  • Transactions and trades
  • Open and closed tax lots (cost basis and realized gains)
Where Pershing provides tax IDs, Slant matches accounts to your clients automatically. Any accounts that aren’t matched can be linked in a couple of clicks from the custodian accounts list.

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Contact support

Questions about your Pershing feed? Email hannah@slant.app.