Printing the Trust Account Owners Report

The trust account owners report provides a list of trust accounts and associated owner data with a balance as of the run date of the report.

To print the trust account owners report:

Click Reporting or Fees & Finances from the navigation menu. Click Financial Activity in the Financial Reports group, and then click Trust Account Owners Report.

Enter the appropriate information in the trust account owners report fields displayed.

Schedule or submit the report.