Rocket Matter Knowledge Base Trust Accounting RM Trust: How to create and add an additional Trust Account for a Client.

RM Trust: How to create and add an additional Trust Account for a Client.

Using the global search menu, navigate to the client's contact record.

Click the green '+Add New' and select 'Trust Account'.

The contact record will auto-populate. Simply enter your desired name for this trust account and the deposit amount, if applicable.

Click 'Create Trust Account'.

While viewing the client's contact record, click on the green text displaying the trust account balance.

Here you'll find all trust transactions for all trust accounts for this client.

To see a list of all trust accounts for this specific client, click to change the view to 'List'.