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Setting up trusts

This page describes the methods by which professional firms can set up profiles for their client trusts in Connectworks.

There are two ways to set up profiles for trusts: manually; and through Connectworks’ bulk import service.

 

Contents

1. Setting up trusts manually

2. Bulk importing trusts

 

Setting up trusts manually

Trusts can be created in the Trusts section of your firm’s Clients tab. To set up the profile for a trust, the I would like to… menu and click Create a new trust:

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This allows you to input the compliance and contact information shown on the trust’s workspace.

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Bulk importing trusts

If you have large number of trusts you want to set up, but don’t want to spend the time importing or creating them one by one, just email Connectworks and we’ll arrange a bulk import.

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