About BNY Pershing
BNY Pershing provides clearing, custody and wealth platform services to broker-dealers and registered investment advisors.
BNY Pershing + Slant
Enter your Pershing codes in Slant. Slant drafts the transmission request with its questionnaire attached, addressed to Pershing if you custody directly or to your broker-dealer's home office if you clear through one. Slant's custodian team is copied and handles technical questions with Pershing.
Files start the night after Pershing completes the transmission. Pershing masks names and addresses but not tax IDs, so accounts link wherever Slant has the tax ID on file.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from Pershing on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant links accounts to client households automatically when the tax ID matches, and you can link the rest from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
