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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


How do I associate one person to multiple households/accounts?


This is a great feature of Financial Services Cloud where you can now associate an individual to more than one household/account. As you setup these associations, you have the ability to note whether the financial accounts should rollup to the household/account also. By being able to track your individual client and their relationships to the household, their employer, any Boards they sit on, etc., it allows you to build out a complex relationship map that can help you grow your business. 

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