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Wealth Management > Financial Account Holders

Financial Account Holders

Use the Financial Account Holder pages to create, update, and track the relationship between a financial account and its holders. A financial account holder is any contact who has a relationship with the financial account (typically, the legal owner of the financial account.)

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking financial account holder information, the Financial Account Holder tab might be excluded from your setup.

A financial account holder record tracks the relationships between contacts and financial accounts, enabling a complete understanding of which contacts are related to which financial accounts, and which financial accounts are related to which contacts.

Using financial account holders, financial institutions and users can track the relationship between contacts and financial accounts, and can track specific attributes and details of the relationship. Financial account holders track the role of a contact in relation to a financial account, such as the legal owner, guardian, advisor, benefactor, and so on.