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            Enable Contacts to Multiple Accounts for the Financial Services Data Model

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

            Enable Contacts to Multiple Accounts for the Financial Services Data Model

            The Contacts to Multiple Accounts feature must be enabled to support the Financial Account Management data model.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, enter Account Settings in the Quick Find box, and then select Account Settings.
            2. Select Allow users to relate a contact to multiple accounts.
             
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            Salesforce Help | Article