Term

Financial Account

FinancialAccount

An account held at a custodian or broker that records cash and/or securities for a fund.

Steward: Sarah Chen

Module: FBC

History

Term history (prior names, aliases, deprecation status, when the definition changed) lands when the glossary_terms model carries that data. Today only created_at and updated_at exist; the other fields land alongside any future term-versioning work.