Navigate to Menu > Trusts, to access a list of all your trusts currently 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