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Wealth Management > Financial Products > Managing Financial Products > Tracking Parent Financial Products

Tracking Parent Financial Products

To allow tracking of a financial product’s parent-financial product, add the parent financial product to the Parent Financial Product Field on the child financial product.

To track a parent financial product

1. Select the financial product.

   For more information on selecting a financial product, see Finding Records.

2. On the Financial Product Detail page, click Edit.
3. On the Financial Product Edit page, select the Parent Financial Product field, and select a financial product.