How To Add a Trust Account

Account Legal allows you to have multiple bank accounts with a single subscription. However, managing multiple accounts becomes complicated. Luckily, most practices only have the need for one trust account.
  1. On the top navigation menu, click on the "Accounts" tab.

  2. Select "+ Add Trust Account" from the drop down menu.

  3. Fill out the form and click the blue "Save Changes" button.

  4. You have successfully added a Trust Account.