RM Trust: How to transfer trust funds between accounts for a Client.
Using the global search bar, search and select the client's profile.
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Click on the clients trust balance to view all trust accounts for this client.
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While viewing this page, click to "Transfer Trust".
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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.
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Next, select the account where you'd like the funds, the amount and a description. When complete, click to "Confirm Transfer of Trust Funds"
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You'll now see the updated trust ledger with the trust transfer for this client.
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