Archiving a Sales Trust Account & Decreasing Trust Account Limits

The Agentbox Sales Trust module has the ability to archive a trust account that is no longer needed. This will enable users to view historical reporting and data but will not allow users to log any new transactions for this trust. For those clients using multiple sales trust accounts, this process will allow you to decrease your sales trust limit without losing access to data.

Archiving trust accounts will be applicable for the following examples:

- Changing trust accounts

- Closing a trust account

*Note: We are unable to archive a trust account until all funds have been cleared/reconciled.

If you have a requirement to archive a trust account, please have the trust licencee contact us via the Client Change Request  to confirm your requirements as per the below:

- Please decrease the Active Trust Accounts in our system by <Enter number > and Archive Trust Account <Enter Trust Account Name>

- Reason for archiving trust account