Add and modify trust account information
Mike Jackson
Last Update 4 years ago
- (if not already in the general settings window) Click "Practice" to deploy the Practice menu. Click "Settings" to deploy the Settings menu. Click “General"
- Click "+ Trust Account”
- Enter the name that is on the records of the bank for the trust account you are entering and the name of the Bank
- Insert the bank number (Canadian Financial Institution Number). For example: Bank of Montreal = 001 Scotia Bank = 002 Royal Bank of Canada = 003
- Insert the branch (transit) number for the trust account
- Insert the account number for the trust account. You can find these numbers at the bottom of your trust cheque. They will be in the following format: Transit (5 digits) Bank (3 digits) Account Number
- If this is the main trust account for the law firm, click the box next to "Is Default Account?” To add another trust account, click "+ Trust Account" and repeat the process.
- Click "Save"