Enter and View Financial Data
Create records for clients’ financial accounts and their underlying holdings, assets, liabilities, and financial goals.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
The types of financial accounts available vary between the Retail Banking and Wealth Management apps. Also, your Salesforce admin can increase or restrict the types of accounts available.
- Manually Add a Financial Account
Information for an investment account, bank account, or insurance policy is typically updated automatically from an external system. However, you can also manually create a financial account. - View Financial Account Transactions
Use the financial account’s Related items to view its transactions. - View Financial Account Billing Statements
Use the financial account’s Related items to view its billing statements. - View Holdings Within an Investment Account
You can view the holdings of an investment account. - Add Holdings to an Investment Account
You can add purchase history and details about financial holdings in an investment account. - Manually Create Securities Records
Enter information about securities, such as stocks or bonds. While this data is typically updated automatically from external systems, here’s how to enter a securities record manually. - Add a Financial Account Role
Enter information about a client’s involvement with a financial account, such as joint owner, a beneficiary, or trustee. - Add a Financial Goal
Create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. You can only create savings-oriented goals. You can’t create a goal for paying down a debt. You also can’t associate a goal with a specific financial account. - 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.
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