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Manage Default Trust Accounts

Paris Hutton avatar
Written by Paris Hutton
Updated over 2 years ago

Rex PM allows you to enter and manage multiple accounts, but generally, you have a main trust account that you are working with.

Setting this account as your Default is a great tool to help with easy selection throughout Rex PM.

You can manage your default account using the below steps:

  1. Go to Settings from the main left-hand menu

  2. Select Bank Accounts from the pop-out menu

  3. Click the vertical three dots on the bank account you would like to select

  4. Select Make Default from the drop-down menu

  5. Click Confirm

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