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.