RM Trust: How to transfer trust funds between accounts for a Client.
Using the global search bar, search and select the client's profile.
![](https://media.screensteps.com/image_assets/assets/002/859/259/original/52d1f872-a371-4687-af71-dd0affcb7165.png)
Click on the clients trust balance to view all trust accounts for this client.
![](https://media.screensteps.com/image_assets/assets/002/859/253/original/fe1f7873-ed94-4f25-90a0-4a298fa5b07a.png)
![](https://media.screensteps.com/image_assets/assets/002/859/263/original/270bdc01-40b0-458b-9a19-52fd2a847f3a.png)
While viewing this page, click to "Transfer Trust".
![](https://media.screensteps.com/image_assets/assets/002/859/251/original/27ae15e9-9669-4ad0-a9c3-15ca65a36b77.png)
Enter the clients name and select the account you'd like to move the funds from.
Note: You can only move funds between accounts from the same client.
![](https://media.screensteps.com/image_assets/assets/002/859/257/original/b00c0210-781c-4b9a-b80f-d1d4a183cf21.png)
Next, select the account where you'd like the funds, the amount and a description. When complete, click to "Confirm Transfer of Trust Funds"
![](https://media.screensteps.com/image_assets/assets/002/859/261/original/456462c1-d616-49ab-a9d7-65dc5292e667.png)
You'll now see the updated trust ledger with the trust transfer for this client.
![](https://media.screensteps.com/image_assets/assets/002/859/255/original/ea08b00e-93fd-44f2-bb3f-b82c0fa3fd64.png)