RM Trust: How to delete or close a Trust Account.
Click on the green trust account balance to view all trust account transactions and accounts for this client.
In this particular example, Sky Bro's has $1,500.00 in this trust account. In order to delete the account, you'll need to transfer or delete the trust fund balance.
Confirm the account name listed and choose to close or delete the account.
Close Account - Closing the trust account will set the account status to "Closed". This account will continue to be displayed under the trust accounts for this client.
Delete Account - Deleting the trust account will remove the trust account completely.
