To set up your trust account:
1. From the side menu, select Settings.
2. Select Bank Information.
The Bank Information screen displays.
3. Select Add Trust Account.
4. Add the Trust Account details.
Note: When adding the Bank Number and Bank Name, select the option containing the word WIRE, rather than EFT or CHEQUE.
Note: The Trust Account Address is the address of your bank, not your firm.
5. Select Save.
Note: Only a lawyer can set up, edit, or delete the trust account.
Note: The funds you disperse will come from the trust account you create in the system.