On Financial Accounts, the Custodian field stores the company's name that's responsible for holding and managing the account’s assets. Custodian information for each Financial Account is typically provided through the Data Broker integration from most Portfolio Management Systems (PMS).

To display a Custodian in a Financial Account, you must first create a corresponding Company record in Engage and designate it as a Custodian. If the Custodian is not set up as a Company record in Engage, the Custodian field will show blank in Engage.

Create a Company for a Custodian

Follow the steps below to create a new Custodian for Financial Accounts.

1. Select Companies on the Site Map.

2. Select + New.

3. Enter the Company information:

• Company Name must match the Custodian name format in the PMS.
• Update Company Type to Custodian.

4. Click Save.

Once saved, the Custodian will be available for use on Financial Accounts.