Adding a New Trust Account

Overview

This tutorial will walk you through the steps to add a new trust account.

Steps

1. Start on the Dashboard Page.

2. Select ADMIN on the left and then Click Manage Firm

Scroll Down to Trust Account Section

3. Type in the Account Name.

 Optional Step: Type in a Description.

4. Save all changes. 

Save & Close – information will be saved and you will be redirected to the Dashboard page.