Modifying Your Funding Information (Lawyers/Notaries only)

The information relative to your payments, for lawyers and notaries, is available in the Funding tab in the My Profile window.

The funding information is used when transferring funds to your trust account (for lawyers and notaries). These data are merged when the system generates the preliminary reports for your files.

If you complete your funding information in your profile, this information is automatically used when creating the preliminary reports and you do not have to enter them again. If you do not complete your funding information in your profile, the system will ask you to enter it every time this will be required when creating preliminary reports.

Assyst Real Estate offers two disbursement modes: direct deposit or cheque/bank draft.

1.Click the My Profile button in the top left section of the Assyst Real Estate main page.
This will display the My Profile window.

	Field	Description
	Disbursement Mode	Drop-down list. Select your disbursement modes. You have 2 choices: direct deposit or cheque/bank draft.
	Financial Institution	Drop-down list. Select a financial institution. Note: This field is not displayed if the selected disbursement mode is cheque/bank draft.
	Transit No.	Text field. Enter the financial institution's transit number. Note: This field is not displayed if the selected disbursement mode is cheque/bank draft.
	Trust Account	Text field. Enter your trust account number. Note: This field is not displayed if the selected disbursement mode is cheque/bank draft.

4.Click the Save button to save your modifications. This will close the My Profile window.