---
schema_version: "1"
id: e62a21f881004add0d3e0ea32204bfd668a4714073f7129f591f48890b9b03b4
title: Manually Add a Financial Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_add_financial_account.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_financial_account.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c0c5cd0e15a379f6b71382c637b2b8b4a0f26dd3f658a152d1e608243978752
description: 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.
products:
  - Financial Services
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab of the client or household profile, click **New** in the section for the account you want to create.
2. Enter the relevant information.
    
    The Primary Owner can be a household member or an organizational entity. It can’t be a household.
    
    For an investment account, if your firm manages or administers the account, select Managed. This setting rolls up the account balance to the household's assets under management (AUM) field. If the account is an in-house product, make sure that Held Away is not selected.
3. Save the information.
    
    You can edit or delete a financial account from the Financials tab and Financial Accounts tab.
    
    If you created the financial account from the client profile and the client’s financial account information is summarized at the household level, the account is visible in the household profile. If the financial account is jointly owned, the full balance is displayed in each account owner's profile.
    
    However, if some or all account owners belong to the same household and their financial account summaries roll up to the primary group, the balance is counted only once in the summary calculation.
    
    If the primary owner is an organization, the balance is included in the client’s household rollup summary if **Include in Group** is enabled on the organization's relationship with the client.

#### See Also

- [Track Client Interactions](https://help.salesforce.com/s/articleView?id=sales.events_and_calendars.htm&type=5&language=en_US)