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            View Financial Account Transactions

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            View Financial Account Transactions

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

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. 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.
            2. On the Related tab, locate the Financial Account Transactions item.
            3. If necessary, click View All to see all transactions.
             
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            Salesforce Help | Article