For more information, please refer to the instructions below:
Navigate to Menu > Trusts, in order to open your list of trusts.
Click on 'Actions' and select 'Export to Excel'.
An additional pop up appears when you can select data to export.
For more information, please refer to the instructions below:
Navigate to Menu > Trusts, in order to open your list of trusts.
Click on 'Actions' and select 'Export to Excel'.
An additional pop up appears when you can select data to export.