About Interactive Brokers
Interactive Brokers is a global broker that gives advisors custody and trading for client accounts under a master account.
Interactive Brokers + Slant
Enter your master account number and choose books. Slant drafts the enablement request covering every open and funded subaccount, plus available history, for the account holder to send.
Historical data, up to two to three years, arrives the day the feed is enabled and daily files follow. No IBKR credentials or manual uploads are ever shared with Slant.
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 Interactive Brokers 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 verifies the master account against your households, and you link accounts from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
