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Use Pontera to bring advisor accounts into the books you choose.
You need company custodian management permission. Slant must confirm your Pontera firm before its advisor feeds become available.

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Set up the connection

1

Open Pontera setup

Go to Settings → Custodian and choose Connect Pontera.
2

Wait for firm confirmation and delivery

Waiting for Pontera setup means Slant is confirming your firm. Waiting for Pontera’s first delivery means the feed has not arrived yet.
3

Choose books for advisor feeds

When advisor emails appear, choose which books receive each advisor’s accounts. You do not need to enter advisor codes manually.
4

Review the connected accounts

After Slant verifies ownership and account data, the accounts become available in the books you chose.
Pontera is connected confirms setup is complete. Use Books & codes to change book assignments later. See linking accounts to clients to organize accounts after delivery.