> ## 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.

# Setting up custodian integrations

> Add advisor codes to connect your custodians and start syncing account data.

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).

## Add an advisor code (company)

<Note>
  Only admins can add or remove company-level advisor codes.
</Note>

<Steps>
  <Step title="Open custodian settings">
    Go to **Settings** → **Custodian**. Make sure the **Company** tab is selected.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Enter your code in the Advisor code field">
    For Betterment, the field is labeled **Advisor ID**.
  </Step>

  <Step title="Choose which books to enable">
    Select the books that should have access to accounts under this code from the **Enabled books** dropdown.
  </Step>

  <Step title="Click Save" />
</Steps>

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](/setting-up-slant/integrations/custodian/release-schwab), [Fidelity](/setting-up-slant/integrations/custodian/release-fidelity), [Pershing](/setting-up-slant/integrations/custodian/release-pershing), [Interactive Brokers](/setting-up-slant/integrations/custodian/release-interactive-brokers), or [DST](/setting-up-slant/integrations/custodian/release-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](/records/accounts/custodian-accounts).

## Add an advisor code (book)

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

<Steps>
  <Step title="Open custodian settings">
    Go to **Settings** → **Custodian**, then select your book's tab (e.g., **David's Book**).
  </Step>

  <Step title="Add a code">
    Click your custodian's row, enter your advisor code, and click **Save**.
  </Step>
</Steps>

## 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.

### 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.

<Note>
  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](/setting-up-slant/integrations/custodian/linking#auto-linking) for details.
</Note>

### Delete an advisor code

Click the custodian's row, then click the <Icon icon="trash-2" /> icon next to the code and confirm by clicking **Remove**. This stops syncing accounts associated with that code.

<Warning>
  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.
</Warning>

## 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**.

<Steps>
  <Step title="Find the advisor code">
    Go to **Settings** → **Custodian** and click the custodian's row to open its codes.
  </Step>

  <Step title="Click Send ROI request below the advisor code" />

  <Step title="Fill in your details">
    Enter your **Advisor name** and **Advisor email**. Optionally adjust the **CC emails** recipients.
  </Step>

  <Step title="Send">
    Click **Send request**.
  </Step>
</Steps>

The form is replaced by an **ROI request sent** confirmation, and the custodian's row shows an **ROI sent** badge.

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between company and book advisor codes?">
    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.
  </Accordion>

  <Accordion title="When does data start appearing after I add a code?">
    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.
  </Accordion>

  <Accordion title="Can I add the same advisor code to multiple books?">
    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.
  </Accordion>

  <Accordion title="Can two firms use the same advisor code?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Link accounts to clients" icon="link" href="/setting-up-slant/integrations/custodian/linking">
    Connect synced accounts to client households
  </Card>

  <Card title="Custodian accounts list" icon="list" href="/records/accounts/custodian-accounts">
    Browse and manage all custodian accounts
  </Card>
</CardGroup>