Trustees
Trustee Overview and Access New or additional Trustee/s can be added directly onto Trusts on Fastrak and separate trustee client portal accounts can...
Mon, 16 May, 2022 at 2:51 PM
Create a Trustee 1. Navigate to Clients Dashboard -> Select the green plus icon located on the top right of the screen 2.Comple...
Mon, 16 May, 2022 at 2:52 PM
Add a Trustee to a Trust 1. Navigate to Clients Dashboard -> Search for your Trust 2. Locate the Account summary widget à Search for the trus...
Mon, 16 May, 2022 at 2:52 PM
Create Client Portal access for a Trustee If your trustee is an existing client, they will need to have 2 separate client logins – one for their Acc...
Mon, 16 May, 2022 at 2:53 PM