The accounts page allows users to set up the estate bank account and/or investment account. These are separate from the deceased-held accounts and allow you to repatriate (transfer) cash/holdings from those former accounts to the newly opened estate accounts. *A SINGLE ESTATE ACCOUNT MUST BE CREATED BEFORE ADDING ANY TRANSACTIONS TO THE ESTATE.
- To add an estate bank account, click on the “Add New” button within the estate bank account rectangle.
- Enter the appropriate account details and click “Save” (Note: Account type = Trust Account. This allows you to add holdings directly to the estate bank account).
- To add an estate investment account, click on the “Add New” button within the estate investment account rectangle.