> ## 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.

# Connect Pontera

> Connect your Pontera feed and choose which books receive each advisor’s accounts.

Use Pontera to bring advisor accounts into the books you choose.

<Note>
  You need company custodian management permission. Slant must confirm your Pontera firm before its advisor feeds become available.
</Note>

## Set up the connection

<Steps>
  <Step title="Open Pontera setup">
    Go to **Settings** → **Custodian** and choose **Connect Pontera**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review the connected accounts">
    After Slant verifies ownership and account data, the accounts become available in the books you chose.
  </Step>
</Steps>

**Pontera is connected** confirms setup is complete. Use **Books & codes** to change book assignments later.

See [linking accounts to clients](/setting-up-slant/integrations/custodian/linking) to organize accounts after delivery.


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