---
schema_version: "1"
id: d3d2fd8ede14a6a03e485b6951bc6c7d131f5625186644a2ab8f2ca10d9ed6b5
title: FinServ_FinancialAccountRole__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_financialaccountrole.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_financialaccountrole.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 1c561b041a4188fdd792c0351ea6b620701e989bb5d031435f0c616797e37949
description: Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.
---
# FinServ\_FinancialAccountRole\_\_c

Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.

## Supported Calls

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

## Fields

### Active\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the organizational entity or person currently occupies this role (true) or not (false).

### 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.

### Editable\_\_c

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

### EndDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: End date when the organizational entity or person relinquished this role.

### FinancialAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: Financial account that this role is related to.

### Name

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

### RecordTypeId

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

### RelatedAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Name of the organizational entity that is involved with the financial account.

### RelatedContact\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Name of the person who is involved with the financial account.

### Role\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Role that describes how the organizational entity or person is involved with the financial account. Don’t manually update the role to either primary owner or secondary owner, because these roles are automatically assigned based on the primary owner and joint owner of the corresponding financial account record.
    
    Valid values:
    
    When the record type is set to Account Role:
    
    - Accountant
    - Additional Owner
    - Administrator
    - Advisor
    - Annuitant
    - Appoint / Remove Authority
    - Authorized Agent
    - Authorized Agent / Beneficial Owner
    - Authorized Individual
    - Authorized Signer
    - Beneficiary
    - Business Manager
    - Committee Member
    - Conservator
    - Control Person
    - Corporation
    - Custodian
    - Deceased Grantor
    - Decedent
    - Discretionary
    - Foundation
    - Full Authority
    - Grantor
    - Guardian
    - Insured
    - Interested Party
    - Minor Primary Owner
    - Original Depositor
    - Other
    - Power of Attorney
    - Proprietor
    - TOD Beneficiary
    - Trustee
    - Primary Owner
    - Joint Owner
    
    When the record type is set to Contact Role:
    
    - Accountant
    - Beneficial Owner
    - Beneficiary
    - Business Manager
    - Grantor
    - Trustee

### SourceSystemId\_\_c

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

### StartDate\_\_c

- **Type**: date
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- **Description**: Start date when the organizational entity or person assumed this role. current date.
- **Default value**: the