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.
