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What to Consider When Switching Banks For Trust Accounts

Tech Tip #210: What to Consider When Switching Banks For Trust Accounts

When switching the banks your firm uses to manage trust accounts it is extremely important to ensure that all of your records and books are complete before making the switch. Migrating faulty data means your new account will have bad data and it is much easier to migrate accurate data than having to go back and make the fixes later.

Learn more about how to prepare for changes to your trust accounts.

CosmoLex Team