About Pontera
Pontera lets advisors manage clients' held-away retirement accounts, such as 401(k)s, as part of their overall plan.
Pontera + Slant
Choose Connect Pontera under Settings → Custodian. Slant confirms your firm, then advisor emails appear from the incoming feed. Choose which books receive each advisor's accounts, with no advisor codes to enter.
After Slant verifies ownership and account data, the accounts become available in the books you chose, ready to link to clients.
Common use cases
Retirement accounts with the rest
Pontera accounts sit in the same books as your custodian accounts.
Routed by advisor
Each advisor's accounts go to the books you pick, and you can change it later.
