Viewing activity on custodial accounts

You can view activity on custodial accounts, including details about journals that are created by released transfers.

  1. Select Custodial Account Management > Custodial Account Management.
  2. Open an account record.
  3. Click the Activity tab.
  4. Open an activity record.
  5. Optionally, click View Document Details to view the journal entry that is created by a released transfer.