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            Add an Asset or Liability

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add an Asset or Liability

            You can add information about tangible assets, such as real estate or collectibles, or liabilities, such as mortgages or loans.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the Financials (Retail Banking), Financial Accounts (Wealth Management), or Related tab of the client or household profile, click New in the Assets and Liabilities section.
            2. Select Asset or Liability.
            3. Enter the information and save the record.
             
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            Salesforce Help | Article