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

What-to-Consider-When-Switching-Banks-for-Trust-Accounts

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.

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