Use the financial account’s Related items to view its billing statements.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab of the
client or household profile, click the name of the financial account you want to view billing
statements for.
On the Related tab, locate the Billing Statements item.
If necessary, click View All to see all statements.
To view a statement, click it.
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