Trust Account Setup
    • 05 Apr 2023
    • 1 Minute to read
    • Contributors
    • PDF

    Trust Account Setup

    • PDF

    Article summary

    Setup-Accounting-Trust Accounts


    Trust Account Fields

    Enter the values in the fields.

    Identifier Field
    Label Field
    Description
    Routing Number
    Account Number
    Bank Name
    Bank Address
    Bank Phone

    Click Save



    Was this article helpful?

    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence