View Financial Account Billing Statements

Use the financial account’s Related items to view its billing statements.

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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