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 the Name of the Trust Account on the Dashboard Page.

The View Trust Account page is displayed.

Note: This ledger tracks all the activity in and out of your trust account.

3. To sort column data click on the arrow in the column that you would like to sort.

Note: All blue font are hyperlinked. So, if you ever want to pull up additional details, simply select the blue text.