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
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.
Select Asset or Liability.
Enter the information and save the record.
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