View Financial Account Transactions

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

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.
On the Related tab, locate the Financial Account Transactions item.
If necessary, click View All to see all transactions.

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