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            Add a Financial Account Role

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

            Add a Financial Account Role

            Enter information about a client’s involvement with a financial account, such as joint owner, a beneficiary, or trustee.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab of the client profile, click New in the Financial Account Roles section.
            2. Select the financial account and the role that describes the client’s involvement.
            3. Enter the relevant information and save the record.
              Note
              Note On the Related tab of the client profile, you can see all the financial account roles that the client has. The Related list includes the Primary Owner and Joint Owner roles, which are created and updated automatically when you indicate that the client is a primary or joint owner on a financial account record.
             
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            Salesforce Help | Article