Archiving a Trust Account

Overview

This Tutorial will walk through the steps to archive a trust account.

Steps

1. Start on the Dashboard Page.

Note:
You can only archive trust accounts with a "0" zero balance.

2. On the Miscellaneous section, select Manage Firm Settings.

3. Under the Manage Firm Settings page, you can select the Archive button beside the trust account you want to archive.

4. Then click Ok.