Archiving a Trust Account

Overview

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

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

Steps:

1. Start on the Dashboard Page.

2. On the MISCELLANEOUS section, select Manage Firm Settings and then Manage Trust Accounts. 

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.