How do I delete a bank account from Trust?

Kat

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

Select the Clients from the main menu
Search for the desired client and click on their name
Select the Trust Account tab, next to the drop-down menu for Bank Account, click the bullet point list icon
Click the pencil and paper of the listed bank account that you want to delete
Click the Delete button

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