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Request the SEI data feed

Open Settings → Custodian → SEI in Slant. The setup dialog walks you through each step and saves your progress, so you can close it and come back.
  1. Log in to the SEI Advisor Center.
  2. Open Business → Manage Forms → Advisor Admin Forms.
  3. Expand Integration forms and select Data Services Set Up/Change Form.
Complete the form: Back in Slant, confirm the form is submitted and enter the email address SEI has on file for your firm contact. SEI copies that address on its notification, and Slant uses it to match the notification to your connection.

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What Slant does next

You do not need to enter rep codes or choose books. SEI usually establishes the feed within a week and emails Slant with the feed’s Reference ID; files arrive the next business day. Once the first files arrive, Slant checks that they match the notification’s Reference ID, matches the account owners to one of your books by tax ID and owner name, verifies the rep codes and places their accounts in that book. Slant emails you when the connection is live. You can move codes between books later from Books & codes. If a check needs a closer look, the connection shows as needing attention and Slant’s team follows up by email.