How to Access a Trust Profile in NowInfinity

Question

How can I access a Trust Profile in NowInfinity?

Answer

The  Trust Register feature is only available for subscription clients. To request access to this feature contact our Account Management team via their email accountmanagement@class.com.au

The Trust Register allows you to store all of the current and historical information about a Trust. Within the Trust Profile you have the ability to add, edit or remove the information shown.

To access a Trust Profile, navigate to the Menu > Trust Register > Trusts

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Select the Trust Name and select ‘See full profile’.

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