@GanaVK , having read through your post, and reply by my colleague @DaveF1006 ( and generally agreeing with ) let me just add the following ( nuances)
For purposes of FATCA reporting , the stocks / bonds that you hold are indeed financial assets to be included in FATCA threshold determination
Additionally I would include any cash held in custody for in vestment / distribution is a financial custodial account and must be counted for purposes of FATCA regs.
Also note that custodial account cash may be counted towards FBAR reporting ( because it is liquid)
Does this help or confuse the situation?
Is there more one can do for you ?
