About Charles Schwab
Charles Schwab provides custody, trading and operational support to independent registered investment advisors.
Charles Schwab + Slant
Add your Schwab advisor code in Slant, then submit Schwab's Request for Data Access Agreement in the Schwab Institutional portal. Once signatures are collected, data starts flowing the night after activation.
Firms under one umbrella master account can set up a firm-level release that covers every advisor code beneath it.
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 Schwab 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.
