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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

Select your custodian

Click your custodian’s row. Fidelity, Schwab, and Betterment appear first — click Other custodians to show Pershing, Interactive Brokers, DST, RBC, and SEI.
3

Enter your code in the Advisor code field

For Betterment, the field is labeled Advisor ID.
4

Choose which books to enable

Select the books that should have access to accounts under this code from the Enabled books dropdown.
5

Click Save

The code appears on the custodian’s row with a green check. After adding your advisor code, you need to request data access authorization from your custodian. Follow your custodian’s release data guide — Schwab, Fidelity, Pershing, Interactive Brokers, or DST — also available from the How to release data link when you open the custodian’s row. 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 your custodian’s row, enter your advisor code, and click Save.

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Manage advisor codes

Once an advisor code is added, it appears on the custodian’s row with a green check. Click the row to manage its codes or add another code for the same custodian.

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Enable or disable books

On the Company tab, click the custodian’s row. Each advisor code shows its Enabled books. Click the x next to a book name to remove it, or use the Add book… dropdown 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.
When you enable a book on an advisor code, Slant automatically links any existing custodian accounts under that code to client households whose tax IDs match. See auto-linking for details.

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Delete an advisor code

Click the custodian’s row, then click the icon next to the code and confirm by clicking Remove. This stops syncing accounts associated with that code.
Removing an advisor code deletes any custodian accounts that were only accessible through that code, along with their positions, balances, transactions, and client links. Accounts that also match another advisor code in your firm are preserved.

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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: Pershing and Interactive Brokers.
1

Find the advisor code

Go to Settings → Custodian and click the custodian’s row to open its codes.
2

Click Send ROI request below 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 form is replaced by an ROI request sent confirmation, and the custodian’s row shows an ROI sent badge.

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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.
No. Each advisor code can only be claimed by one Slant firm at a time. If you try to add a code that another firm has already claimed — usually because an advisor moved firms and brought their book — Slant rejects the new claim. Contact support to resolve the conflict.

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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