Setting up a trust account for your new division

This article will detail the process of adding a separate trust account for your new division. For general information on adding and editing other divisional accounts see our Division Accounts user guide article.

Add the account to your master account list 

Navigate to your master account list. To access the master account list you'll need to make sure that you're logged into your "root division" your root division is the division that is displayed above and offset from all other divisions on your division list. 

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Your root division has all of the same functionality as the divisions below it but also gives you access to your master account list. 

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Select the "+" next to your trust header account 

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 Fill out the necessary account information (for more information on how to do this click here) making sure that you select the correct division and deselect any division that you don't want to have access to this trust account 
 

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Configure your trust account in your new division 

Now that you have made your new trust account available for use in your new division the process of configuring it will look very similar to the regular trust configuration process. 

1-To access your division trust configuration you'll need to make sure you're logged into the correct division. To verify this you can look for the division name in the top lefthand corner of your screen. If the division is not correct select the division name and then "switch division."

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2-Link your trust account. 

3-Define your trust bank account.