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Create a Financial Custodian Advisor

Create a financial custodian advisor to associate an advisor code with a specific advisor and financial custodian.

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 the App Launcher, find and select Agentic Advisor, and then select Financial Custodian Advisor.
  2. Click New.
  3. Select an advisor code.
    The advisor code is the unique identifier issued to each advisor by a custodian or portfolio management system.
  4. Select a user.
  5. Select a financial custodian.
    The financial custodian associated with the advisor code.
  6. Select an advisor reference.
    The record associated with this advisor code.
  7. Select a status.
  8. Select a valid from and valid to date.
  9. Save your changes.