> ## 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 Pershing data to Slant

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

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.

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

## Send the ROI request

<Steps>
  <Step title="Open your Pershing advisor code in Slant">
    Go to **Settings → Custodian**, find the Pershing 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 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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

In the Slant custodian settings, the Pershing 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 a Pershing reply? Email [hannah@slant.app](mailto:hannah@slant.app).