Financial Account records are not appearing in the Household section and are showing under the Person Account instead

@Devendra Singh

This is expected behavior in

Financial Accounts are not directly owned by the Household. They are linked to Person Accounts via Financial Account Roles, and the Household aggregates data based on those relationships.

If the account appears under the Person Account but not the Household, check the following:

✔ The Person Account is correctly added as a Household Member

✔ A

exists (e.g., Primary Owner / Joint Owner) 

✔ The role is associated with the correct Person Account 

✔ Household rollups are enabled and recalculated

In FSC, the Household view is relationship-driven, not ownership-driven. Once the proper role relationship is in place, the Financial Account should surface automatically in the Household Financial Summary.

If everything looks correct, try recalculating rollups or running a data sync.

Hope this helps clarify the architecture behind it.