RM Trust: How to make an adjustment to a Client's Trust Account.
1. While viewing your client's profile, click on the trust balance on the right-hand side.
![](https://media.screensteps.com/image_assets/assets/002/789/303/original/e3161264-b4c0-4927-b18d-b00f60f60c14.png)
2. Click on the trust account name that you desire to make the adjustment to.
![](https://media.screensteps.com/image_assets/assets/002/789/305/original/c055d980-4b01-4bbb-955f-08e89aab0a80.png)
3. Now, while only viewing trust transactions for this specific account, select 'Add Adjustment' to enter an adjustment for this trust account.
![](https://media.screensteps.com/image_assets/assets/002/789/301/original/8f632ef3-2b48-4fc8-9e3f-28172a202e58.png)
4. Enter the adjustment type (credit or debit), the date, the amount, and a description. Click on 'Add' to save these changes.
![](https://media.screensteps.com/image_assets/assets/002/789/299/original/fb5fe119-8fad-4da8-a242-70c6c03e664a.png)