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Create a Financial Custodian

Create a financial custodian to represent a third-party financial institution, such as a bank, that holds and secures client assets.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions
User Permissions Needed
To use Connector Library with Financial Services:

Financial Services Cloud Extension

OR

FSC Foundations

OR

FSC Sales

OR

FSC Service
To use Agentforce:

Agent Platform Builder permission set

To run Prompt Templates: Execute Prompt Templates user permission
To use Data 360: Data Cloud org: Data Cloud Architect
  1. From App Launcher, find and select Agentic Advisor, and then select Financial Custodian.
  2. Click New.
  3. Enter a custodian name and description.
  4. Select a custodian code. See: BridgeFT Advisor Codes.
  5. Select a provider name.
    The provider is the third-party partner that provides the custodian connection.
  6. Save your changes.