Add Trust accounts

The Add account button allows to add a new trust account to complete and to modify your funding information used when creating the preliminary reports.

You can add up to 10 trust accounts.

Add Trust account for Assyst Real Estate

1.Click the Add account button in the top right of ARE accounts section. This will display the Add account window.

2.Complete or modify the information in the fields and the drop-down menu.

3.Select the Default account checkbox, if you want this account to be your default account.

4.Click the Save button to save your modifications or click the Cancel button to return to Trust accounts window without adding a new account.

Remove a trust account

1.Click the Delete icon to remove a trust account. A confirmation message appears asking if you are sure you want to delete the selected account

2.Click Yes to remove the selected trust account.

3.Click No to return to the Trust accounts page without removing the account.