Manually Add a Financial Account
- On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab of the client or household profile, click New in the section for the account you want to create.
- Enter the relevant information.The Primary Owner can be a household member or an organizational entity. It can’t be ahousehold.For an investment account, if your firm manages or administers the account,select Managed. This setting rolls up the account balance to thehousehold's assets under management (AUM) field. If the account is an in-house product, makesure that Held Away is not selected.
- Save the information.You can edit or delete a financial account from the Financials tab and Financial Accountstab.If you created the financial account from the client profile and the client’s financialaccount information is summarized at the household level, the account is visible in thehousehold profile. If the financial account is jointly owned, the full balance is displayed ineach account owner's profile.However, if some or all account owners belong to the same household and their financialaccount summaries roll up to the primary group, the balance is counted only once in thesummary calculation.If the primary owner is an organization, the balance is included in the client’s householdrollup summary if Include in Group is enabled on the organization'srelationship with the client.