How to Add Accounts to Fiduciaries

Created by Patrick Oconer, Modified on Thu, 18 May 2023 at 01:44 PM by Heather Zeh

1. Click the MORE tab and select Fiduciaries. 

2. Click the edit button for a specific Fiduciary to select accounts. 


3. Click the ACCOUNTS tab. 

4. Click the ADD ACCOUNT button. 

5. Fill in the required information. Click the OK button.