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Ventura Wealth Clients

Help topics

Fund Transfer

Where can I find my previous transactions?

To view your latest transactions

  1. Click on the hamburger menu (on the App)/Dropdown beside “Dashboard” (Web)
  2. Select “Money”
  3. Scroll down to the Latest transactions tab

To view older transactions, you can click on “Reports” in “My Profile” & view the Ledger for all your transactions.

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