How do I delete a bank account from Trust?

You are able to add multiple Bank Accounts in your Trust. If you need to delete one, follow the steps below:

  1. Under the Trust Account tab, next to the pull down menu for Bank Account, click the magnifying glass icon
  2. Click the magnifying glass icon of the listed bank account that you want to delete
  3. Click the Edit button
  4. Click the Delete button
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