Archiving a Trust Account
This Tutorial will walk through the steps to archive a trust account.
Note: You can only archive trust accounts with a "0" zero balance.
- Start on the Dashboard Page.
- On the MISCELLANEOUS section, select Manage Firm Settings and then Manage Trust Accounts.
- Under the Manage Firm Settings page, you can select the Archive button beside the trust account you want to archive.
- Then click Ok.