> ## 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 SEI data to Slant

> Submit SEI's Data Services form; SEI notifies Slant and Slant verifies the feed for you.

## 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:

| Section | What to enter                                                                                                               |
| ------- | --------------------------------------------------------------------------------------------------------------------------- |
| 1       | Select **New**.                                                                                                             |
| 2       | Under **System Selection**, check **Account Level Data Delivery**. Under **Data Feed Sent Direct**, write **Slant CRM**.    |
| 3       | Skip this section.                                                                                                          |
| 4       | Select the entity SEI passes data for. If you're an RIA, select **Broker Dealer**. Supply a sample account name and number. |
| 5       | Print your name and sign.                                                                                                   |

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.

## 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.