Skip to main content

[BrokerSumo] About Trust Account/Deposits

Updated over 10 months ago

When you log a deposit you can select yes to show on disbursement.

If you select Yes the deposit will be on the disbursement once it has been created, and it will update the amount to the brokerage.

You can view a master log of the trust accounts and deposits in transactions.

In the master account you can filter by date range, you can view your balance and export your information.

Did this answer your question?