Managing Investments for Trust Accounts
Registry trust accounts are used to hold money for a beneficiary until a time when the beneficiary is able to receive it. While in trust, the money can be invested on the beneficiary's behalf. Odyssey provides a way to track and record information on those investments.
Investment accounts are maintained from the registry Transactions view of the case Financial tab.
To complete the basic steps for managing investments:
1. Click Image in the Invested header to add an investment account.
2. Click Image in the Uninvested header to enter a deposit for the registry account.
3. Click Image in the Uninvested header to enter a check to move funds into the investment account, and the registry funds are now invested.
4. Click Image in the Uninvested to enter a deposit from the investment account. This moves the registry money back into uninvested funds.
5. Click Image in the Uninvested header to disburse registry money to a party.
Related Links
Registry Accounts (Parent Topic)