Rocket Matter Knowledge Base Trust Accounting RM Trust: How to transfer trust funds between accounts for a Client.

RM Trust: How to transfer trust funds between accounts for a Client.

Using the global search bar, search and select the client's profile.

Click on the clients trust balance to view all trust accounts for this client.

While viewing this page, click to "Transfer Trust".

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.

Next, select the account where you'd like the funds, the amount and a description. When complete, click to "Confirm Transfer of Trust Funds"

You'll now see the updated trust ledger with the trust transfer for this client.