The Trust List
Navigate to Menu > Trusts, to access a list of all your trusts currently on Trust Register.
- How to import Trust on Trust Register
- How to filter and search through the list of Trusts
- How to manage pins
- What information is available on the Trust List?
- How to assign an account manager for one or more Trust
- How to add a family group or reference number to a Trust profile
- How to archive/unarchive a Trust
- How to export my list of trusts to excel
- Trust Register Shortcuts