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View Financial Account Transactions


  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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Related Questions

  • View Financial Account Billing Statements
  • Add a Financial Account Role
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