Completing your funding information

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1.	Click the My Profile button in the top left section of the Assyst Real Estate main page. This will display the My Profile window.

2.	Click the Funding Info tab.

3.	Complete or modify the following fields in the Funding Info tab :

Field	Description
Financial Institution	Drop-down list. Select a financial institution
Trust Account Name	Text field. Enter the name of the owner of the Trust Account
Transit No.	Numeric field. Enter the financial institution's transit number
Transit Name	Display the Transit Name of the Caisse Note: This field is displayed only when the financial institution selected is Caisse and when a transit number is entered in the field Transit No.
Trust Account	Numeric field. Enter your trust account number
Favori	Check box. Select the account you normally use Note: only one account can be selected

4.	Click the Save button to save your modifications. This will close the My Profile window.

The information is saved. These data are merged when the system generates the Preliminary Reports for your files.