---
schema_version: "1"
id: 0de4b9e01c15c95a2735c6d36e74ad9e5e24f629e40e8db0080f2bece2db898c
title: Add a Financial Account Role
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_role.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_financial_account_role.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7fbe3d5f35d9a7a8a583b5b46f6e204954f46be5997ad8bd022a7bfbb78d926
description: Enter information about a client’s involvement with a financial account, such as joint owner, a beneficiary, or trustee.
products:
  - Financial Services
release: "264"
---
# Add a Financial Account Role

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

### 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 profile, click **New** in the Financial Account Roles section.
2. Select the financial account and the role that describes the client’s involvement.
3. Enter the relevant information and save the record.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)
    
    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.