Add a Financial Account Role

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

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab of the client profile, click New in the Financial Account Roles section.
Select the financial account and the role that describes the client’s involvement.
Enter the relevant information and save the record.

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.