Use the financial account’s Related items to view its transactions.
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.
On the Related tab, locate the Financial Account Transactions item.
If necessary, click View All to see all transactions.
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