About RBC Clearing & Custody
RBC Clearing & Custody provides clearing and custody services to independent broker-dealers and RIAs, with RBC Nexus as its advisor platform.
RBC Clearing & Custody + Slant
An authorized signer completes RBC's Data Transmission Authorization in RBC Nexus, naming Slant CRM. Release anything from one account up to your whole firm, and Slant splits the data across your books.
RBC sends Slant each advisor's IDs. Slant matches accounts to your households by tax ID and owner name and places each ID in the matching book. Nightly files arrive after market close.
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 RBC 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.
