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How to assign an account manager for one or more Trust

For more information, please refer to the instructions below:

Navigate to Menu > Trusts

To assign an account manager for a Trust, click on the ‘pencil’ icon in the ‘Account Manager’ column and select any contact from the list. 


To assign an account manager for multiple trusts, select the trusts to assign to the account manager, click on 'Actions' and select 'Set Account Manager'



The account manager can see all Trust he/she has been assigned to by selecting My Trust.


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