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How do I edit the information of the bank account listed under the Trust Account tab?

  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 edit.
  3. Click the Edit button.
  4. Make the edits you want.
  5. Click the Save button.

 

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