Tech Tip #212: What to Consider When Switching Banks for Trust Accounts (Part 2)


Changing trust bank accounts is an involved process. When moving such accounts, it is important to follow specific trust accounting rules to ensure all money is accounted for and the bookkeeping is properly updated.  Protect client funds properly by considering these tips when switching banks for trust accounts.


No Fields Found.

Ready to make the switch?

Start a 10-day Free Trial of CosmoLex

Try For Free

See CosmoLex in action!

Schedule a Personalized Demo Now

Try For Free