Renaming a Trust Account

Overview

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

Steps

1. Start on the Dashboard Page.

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

3. Under the Manage Firm Settings page, Trust Accounts section, select the Edit button at the right side of the account you want to rename. 

4. Type the new name of the account, then click Save.

5. And click Ok.