---
schema_version: "1"
id: 4ea5775bef3104b9527347278bc80b888254c156ea65413f3df185acc1a1b8f7
title: FinServ_FinancialAccount__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/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/sforce_api_objects_financialaccount.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 09a0535fb8d41168cd772977b67f4b687f4bad20151921ba63bf10ab84fbe733
description: Represents a financial account such as an investment account, bank account, or insurance policy.
---
# FinServ\_FinancialAccount\_\_c

Represents a financial account such as an investment account, bank account, or insurance policy.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

## Fields

### AccrualFrequency\_\_c

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: The frequency the interest is accrued on the financial account.
- **Default value**: Daily
- **Possible values**:
    - Annual
    - Daily
    - Monthly
    - Quarterly

### AccruedInterest\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The interest accrued on the financial account in the current statement period.

### Address1\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Street address line 1 for mailing address.

### Address2\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Street address line 2 for mailing address.

### ApplicationDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when this individual submitted the financial account application.

### APY\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Annual percentage yield. (Can be fractional.)

### AssetRebalance\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Sort, Update
- **Description**: Indicates whether automatic portfolio rebalancing applies to this financial account (true) or not (false).

### AvailableCredit\_\_c

- **Type**: currency
- **Properties**: Create, , Filter, Nillable, Sort, Update
- **Description**: Total current available credit for this financial account.

### AverageBalance\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Average amount of money in the financial account, over a time period.

### Balance\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Amount of money in the financial account.

### BalanceLastStatement\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Account balance posted on last statement.

### BookedDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date charge or credit booked to account.

### BranchCode\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The branch code of the financial account.

### BranchName\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The branch name of the financial account.

### CashBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Cash available in the financial account.

### CashLimit\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Maximum cash withdrawal or advance amount.

### City\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: City for mailing address.

### CloseDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when this financial account was closed.

### CollateralDesc\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Description of collateral provided for loan.

### Country\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Country for mailing address.

### CurrencyIsoCode

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: If multiple currencies is enabled, contains the currency ISO code associated with the record.

### CurrentPostedBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Current posted balance in account.

### DailyWithdrawalLimit\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Amount that can be withdrawn in one day.

### Description\_\_c

- **Type**: textarea
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Description of the financial account.

### Discretionary\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the advisor has discretionary trading authority for this financial account (true) or not (false).

### DrawPeriodMonths\_\_c

- **Type**: double
- **Properties**: CreateFilter, Nillable, Sort, Update
- **Description**: Number of months an individual can withdraw funds from a credit account.

### EscrowBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Current balance in escrow account.

### ExpectedCloseDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Expected date when the debit account or loan closes.

### FinancialAccountChargesAndFees\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Reference to Charges and Fees record for the account.

### FinancialAccountNumber\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the financial account in an external data source. Label is Account Number.

### FinancialAccountSource\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Data source. Label is Source. Valid values:
    - Integrator
    - Manual Entry
    - Pending

### FinancialAccountType\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of financial account. Label is Type. Valid values:
    - 401(a)
    - 401(k)
    - 403(b)
    - 529 Plan
    - Brokerage
    - Cash Management Account
    - CD
    - Checking
    - Credit Card
    - Discount Brokerage
    - Fixed Annuity
    - Individual Life
    - IRA
    - Mutual Fund
    - Profit Sharing
    - Rollover IRA
    - Roth IRA
    - Savings
    - Term Life
    - Variable Life
    - Whole Life

### HardwareSerial\_\_c

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The serial number of hardware associated with the account.

### HeldAway\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether this financial account is managed or administered externally (true) or in-house (false).

### HoldingCount\_\_c

- **Type**: double
- **Properties**: Filter, Nillable, Sort
- **Description**: Number of holdings within this financial account. Calculated by roll-up summary. Label is Number of Holdings.

### Household\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Household that this financial account rolls up to.

### IncomingVolume\_\_c

- **Type**: double
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The volume of transactions coming in through the service.

### InsurancePaidYearToDate\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total amount of insurance paid in the current tax year.

### InsuredAmount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The insured value that an insurance policy covers.

### InterestBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The interest balance on the financial account.

### InterestPaidYearToDate\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total amount of interest paid in the current tax year.

### InsurancePolicy\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The insurance policy associated with this financial account.

### InterestRate\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Interest rate as a percent.

### InvestmentObjectives\_\_c

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: Purpose of this financial account. Valid values:
    - Safety
    - Income
    - Growth
    - Tax Optimization
    - Liquidity

### JointOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Joint owner of this financial account.

### LastActivityDate

- **Type**: date
- **Properties**: Filter, Group, Nillable, Sort
- **Description**: Timestamp for when this financial account last had a task or event action associated with the record.

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: Timestamp for when the current user last viewed a record related to this record.

### LastTransactionDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: Timestamp for the last transaction on the account.

### LastUpdated\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Timestamp for when data for the financial account was last updated by an external data source.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: Timestamp for when the current user last viewed this record.

### LienHolder\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Name of lien holder on the financial account.

### LoanAmount\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Amount of the loan.

### LoanEndDate

- **Type**: date
- **Properties**: Filter, Group, Nillable, Sort
- **Description**: End date for the loan.

### LoanTermMonths\_\_c

- **Type**: double
- **Properties**: CreateFilter, Nillable, Sort, Update
- **Description**: Loan term in months.

### Managed\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether this financial account is managed or administered (true), or not (false).

### MinimumBalance\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Minimum balance requirement for this financial account.

### MinimumPayment\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Minimum monthly payment on account.

### ModelPortfolio\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Model asset allocation for the financial account. Valid values:
    - Conservative
    - Moderate
    - Balanced
    - Growth
    - Aggressive

### Name

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Name of the financial account.

### NickName\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Nickname of the financial account.

### OpenDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when the financial account was opened.

### OutgoingVolume\_\_c

- **Type**: double
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The volume of transactions going out through the service.

### OverDraftAllowed\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the financial account allows an overdraft (true) or not (false).

### OverDraftLinkedAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Reference to the linked overdraft account.

### OverdraftProtection\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the customer accepts overdraft protection and its associated fees.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: ID of the user who created the financial account record.

### Ownership\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of ownership for the account. Valid values:
    - Individual
    - Joint
    - Trust

### OwnerType\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Individual’s ownership role (primary or joint) for the account.

### PaperlessDelivery\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Account owner elects to receive electronic delivery of financial account documents (true) or not (false).

### PaymentAmount\_\_c

- **Type**: currency
- **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update
- **Description**: Minimum monthly payment on account.

### PaymentDueDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when payment due on the account.

### PaymentFrequency\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Frequency of payments on the account. Valid values:
    - Weekly
    - Biweekly
    - Monthly
    - Quarterly
    - Semiannually
    - Annually

### PendingDeposits\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Deposits pending on the account.

### PendingWithdrawals\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: WIthdrawals pending on the account.

### Performance1Yr\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Performance measured over the past year.

### Performance3Yr\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Performance measured over the past three years.

### PerformanceMTD\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Performance measured over the past month-to-date.

### PerformanceQTD\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Performance measured over the past quarter-to-date.

### PerformanceYTD\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Performance measured over the past calendar year-to-date.

### PolicyTerm\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The period of coverage provided by the policy.

### PostalCode\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Postal code for mailing address.

### Premium\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Amount paid to the insurer for insurance policy coverage.

### PrimaryBankerIdentifier\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The unique identifier of the primary banker who manages the financial account.

### PrimaryBankerName\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The name of the primary banker who manages the financial account.

### PrimaryOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Primary owner of the financial account.

### PrincipalBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Principal balance on the loan account.

### PrincipalPaidYearToDate\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total amount paid against the principal in the current tax year.

### ProductName\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Policy product name.

### PropTaxPaidYearToDate\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total amount of property tax paid in the current tax year.

### RebalanceFrequency\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Frequency of portfolio rebalancing for this financial account. Valid values:
    - Monthly
    - Quarterly
    - Semiannually
    - Annually

### RecordTypeId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: ID of the record type associated with this financial account.

### RecordTypeName\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Record type for this financial account. The value is copied from RecordType.Name and can’t be changed. Label is Record Type.

### RenewalDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when insurance policy renewal is due.

### RepaymentPeriodMonths\_\_c

- **Type**: double
- **Properties**: CreateFilter, Nillable, Sort, Update
- **Description**: Repayment period in months.

### RoutingNumber\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Bank routing number.

### SecondaryBankerIdentifier\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The unique identifier of the secondary banker who manages the financial account.

### SecondaryBankerName\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The name of the secondary banker who manages the financial account.

### ServiceProvider\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Custodian or recordkeeper of this financial account.

### ServiceType\_\_c

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The type of service undertaken.

### SourceSystemId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the financial account in an external data source.

### State\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: State for mailing address.

### StatementFrequency\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Frequency statements are issued. Valid values:
    - Monthly
    - Biweekly
    - Quarterly
    - Annually

### Status\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Status of this financial account. Valid values:
    - Open
    - Closed
    - On Hold
    - Pending

### TargetLimit\_\_c

- **Type**: double
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The limit on items or value that the service processes.

### TaxID\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Tax Identification Number associated with this financial account.

### TaxStatus\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of tax treatment this financial account qualifies for. Valid values:
    - Nonqualified
    - Qualified

### TermDepositMaturityDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date a fixed term deposit matures.

### TimeHorizon\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Investment time frame for this financial account. Valid values:
    - Long Term
    - Medium Term
    - Short Term

### TotalCreditLimit\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Total credit limit.

### TotalHoldAmountAsOfDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date the total hold amount is relevant.

### TotalHoldAmount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total hold amount on the financial account.

### Type\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of account. Valid values:
    - Brokerage
    - Discount Brokerage
    - CD
    - Checking
    - Cash Management Account
    - Credit Card
    - Savings
    - Mutual Fund, Fixed Annuity
    - Variable Annuity
    - Managed Account
    - Individual Life
    - Term Life
    - Variable Life
    - Whole Life