Modifying Your Funding Information
Modifying Your Funding Information |
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The objective of this section is to show you how to complete and to modify your funding information used when creating the preliminary reports and how you can view all trust account information used to Assyst Payment Solution. The page displayed under the Funding Info tab in the My Profile window contains information used when transferring funds to your trust account. These data are merged when the system generates the preliminary reports for your files. If you complete your funding information in your profile, this information is automatically used when creating the preliminary reports and you do not have to enter them again. If you do not complete your funding information in your profile, the system will ask you to enter it every time this will be required when creating preliminary reports. Assyst Real Estate offers two disbursement modes: direct deposit or cheque/bank draft.
The page displayed under the Funding Info tab, also allows you to view trust accounts that have been activated by TELUS to make disbursement using Assyst Payment Solution (see View Trust Accounts added for Assyst Payment Solution) Completing your funding information Selecting the Financial Institution and the Funding Information |
