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  1. NowInfinity
  2. Trust Register
  3. The Trust List

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

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