--- schema_version: "1" id: 0e7040e4006ab73832574e819f51bee7f47e273e7a5493ccfe3302ee0e0ca397 title: FinancialAccount collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccount.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccount.htm source_site: developer.salesforce.com content_type: documentation content_hash: c772a206dee0cd44a9f1143ee1c731dd937d670939d1d843182c67fa65c7a3b0 description: Represents information about different financial accounts, such as investment accounts, bank accounts, and credit cards. This object is available in API version 61.0 and later. --- # FinancialAccount Represents information about different financial accounts, such as investment accounts, bank accounts, and credit cards. This object is available in API version 61.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Special Access Rules This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting. ## Fields ### BankerId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The person who originated the financial account. This field is a relationship field. - **Relationship Name**: Banker - **Relationship Type**: Lookup - **Refers To**: Banker ### BranchUnitId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The bank branch or financial institute to which the financial account is associated with. This field is a relationship field. - **Relationship Name**: BranchUnit - **Relationship Type**: Lookup - **Refers To**: BranchUnit ### ClosingDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the financial account was closed. ### CreditLimit - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total credit limit available for the financial account. ### DownPaymentAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: An initial up-front partial payment amount. ### FinancialAccountNumber - **Type**: string - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The identifier of the financial account. ### InsurancePaidYearToDate - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total amount of insurance premium paid in the current tax year. ### InterestPaidYearToDate - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total amount of interest paid in the current tax year. ### InterestRate - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The interest rate of the financial account. ### InterestType - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the type of interest. For example, fixed and variable. - **Possible values**: - Fixed - Variable ### IsHeldAway - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether this financial account is owned externally (true) or in-house (false). - **Default value**: false ### IsOverdraftAllowed - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the financial account allows an overdraft (true) or not (false). - **Default value**: false ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date when a user referenced this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date when a user viewed this record. ### MaturityDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the financial account with a fixed term matures. ### Name - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Sort, Update - **Description**: The name of the financial account. ### OpeningDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the financial account was opened. ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: The owner of the financial account record. This field is a polymorphic relationship field. - **Relationship Name**: Owner - **Relationship Type**: Lookup - **Refers To**: Group, User ### PaymentDueDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the payment is due for the financial account. ### PrincipalAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The principal amount on the financial account. ### PrincipalPaidYearToDate - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total amount paid against the principal in the current tax year. ### ProductId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The product associated with the financial account. This field is a relationship field. - **Relationship Name**: Product - **Relationship Type**: Lookup - **Refers To**: Product2 ### PropertyTaxPaidYearToDate - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total amount of property tax paid in the current tax year. ### RelatedFinancialAccountId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The parent of the financial account. This field is a relationship field. - **Relationship Name**: RelatedFinancialAccount - **Relationship Type**: Lookup - **Refers To**: FinancialAccount ### RenewalDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the financial account is due for renewal. ### SourceSystemIdentifier - **Type**: external lookup - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: The identifier of the financial account in an external system such as, a core banking system. ### Status - **Type**: picklist - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the status of the financial account. - **Default value**: Active - **Possible values**: - Active - Closed - Delinquent - On Hold ### Term - **Type**: int - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The term of the financial account. ### TotalOutstandingAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total outstanding amount on the financial account. ### Type - **Type**: picklist - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The type of financial account. - **Possible values**: - Automotive Lease - Automotive Loan ## Usage ## Associated Objects This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later. [FinancialAccountChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object. [FinancialAccountFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [FinancialAccountHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object. [FinancialAccountOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.") Sharing rules are available for the object. [FinancialAccountShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.