---
schema_version: "1"
id: de3a84ee13add6fe5b927ed317403d8086e11d5344731a381416fb667a93a1a0
title: Create a Financial Custodian Advisor
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_advisor.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_create_financial_custodian_advisor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 83f11c22907d2076c084bfa1722b09faa84b75b0416fbfab7850ee1323b0770e
description: Create a financial custodian advisor to associate an advisor code with a specific advisor and financial custodian.
products:
  - Financial Services
release: "264"
---
# Create a Financial Custodian Advisor

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

### 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 ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d283351e76">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">To use Connector Library with Financial Services:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">
              <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>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">
              <p style="margin-bottom:0;">Agent Platform Builder permission set </p>
            </td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">To run Prompt Templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">Execute Prompt Templates user permission</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">To use Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d283351e76 ">Data Cloud org: Data Cloud Architect</td>

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        </tbody>
      </table>

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.