Viewing Trust Account Activity


This Tutorial will walk through the steps to view your trust account activity.


  1. Start on the Dashboard Page.
  2. Click on the Name of the Trust Account OR the Balance in blue on the Dashboard Page.

  1. The View Trust Account page is displayed. To sort column data, click on the arrow in the column that you would like to sort.
This ledger tracks all the activity in and out of your trust account. All blue fonts are hyperlinked. So, if you ever want to pull up additional details, simply select the blue text.