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.

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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