---
schema_version: "1"
id: 491f89e6d70578a2e888d7ea1436bdae4b3e66c04264e7369257759897a40b10
title: Create a Financial Custodian
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_bridgeft_create_financial_custodian.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_create_financial_custodian.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2f4b6889362a92b176caa14b4782c6b8ab0de3d6e9eff22094b787d9ef178234
description: Create a financial custodian to represent a third-party financial institution, such as a bank, that holds and secures client assets.
products:
  - Financial Services
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d345747e76">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">To use Connector Library with Financial Services:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">
              <p>Financial Services Cloud Extension</p>
              <p>OR</p>
              <p>FSC Foundations</p>
              <p>OR</p>
              <p>FSC Sales</p>
              <p>OR</p>
              <p style="margin-bottom:0;">FSC Service</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">
              <p style="margin-bottom:0;">Agent Platform Builder permission set </p>
            </td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">To run Prompt Templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">Execute Prompt Templates user permission</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">To use Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d345747e76 ">Data Cloud org: Data Cloud Architect</td>

          </tr>
        </tbody>
      </table>

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](https://docs.bridgeft.com/docs/advisor-codes-1).
5. Select a provider name.
    
    The provider is the third-party partner that provides the custodian connection.
6. Save your changes.