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Adding your advisor codes is the first step to connecting custodian data in Slant. An advisor code is the unique identifier your custodian assigns to you — once you add it, Slant begins syncing all accounts associated with that code on a nightly basis. You can manage advisor codes at two levels: company-wide (across all books) or per-book (for a single book).

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Add an advisor code (company)

Only admins can add or remove company-level advisor codes.
1

Open custodian settings

Go to Settings → Custodian. Make sure the Company tab is selected.
2

Click **Add advisor code**

3

Select your custodian

Choose your custodian from the Custodian dropdown. Options include Schwab, Fidelity, Pershing, TD Ameritrade, Interactive Brokers, Apex, DST, Eaglebrook, Millennium Trust, and TIAA.
4

Enter your code in the **Advisor code** field

5

Choose which books to enable

Select the books that should have access to accounts under this code from the Enabled books dropdown.
6

Click **Add code**

After adding your advisor code, you need to request data access authorization from your custodian. This is an external process that is typically fulfilled within 10 business days. Once authorized, Slant begins syncing account data during the next nightly sync and accounts will appear on the custodian accounts list.

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Add an advisor code (book)

Book principals can add advisor codes directly to their own book. These codes only apply to that specific book.
1

Open custodian settings

Go to Settings → Custodian, then select your book’s tab (e.g., David’s Book).
2

Add a code

Click Add advisor code, select your custodian, enter your advisor code, and click Add code.

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Manage advisor codes

Once an advisor code is added, it appears as a card showing the custodian, code, and enabled books.

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Enable or disable books

On the Company tab, each advisor code shows its Enabled books. Click the x next to a book name to remove it, or click Add book… to enable the code for additional books. When you remove a book from an advisor code, any custodian account links that depended on that code are automatically cleaned up.

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Delete an advisor code

Click the icon on the advisor code card to remove it. This stops syncing accounts associated with that code.
Removing an advisor code may remove links between custodian accounts and clients in the affected books.

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Send an ROI request

Some custodians require a records of interest (ROI) authorization before Slant can access your account data. If your custodian supports ROI requests, you can send one directly from Slant. Supported custodians: Interactive Brokers, Pershing, Eaglebrook, and Millennium Trust.
1

Find the advisor code

On the Custodian settings page, locate the advisor code you want to authorize.
2

Click **Send ROI request** next to the advisor code

3

Fill in your details

Enter your Advisor name and Advisor email. Optionally adjust the CC emails recipients.
4

Send

Click Send request. The button changes to show that the request has been sent.

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FAQ

Company-level advisor codes are managed by admins and can be shared across multiple books. Book-level advisor codes are managed by the book principal and only apply to that specific book. Both work the same way for syncing data.
After adding an advisor code, you need to complete a data access authorization with your custodian. This process is typically fulfilled within 10 business days. Once authorized, accounts will appear after the next nightly sync. Position and balance data may take an additional 24 hours after the initial account sync.
Yes. On the Company tab, enable multiple books for a single advisor code. Each book will see the same custodian accounts and can link them to their own clients independently.

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Next steps

Link accounts to clients

Connect synced accounts to client households

Custodian accounts list

Browse and manage all custodian accounts