Your trust bank account holds funds that typically belong to both your clients and your firm. To ensure each entity’s funds are traceable, HandiTrust uses trust cards.
HandiTrust supports multiple trust cards, and the number of bank accounts, firms, and activities you set up will determine how many trust cards are created for each client and firm.
A new trust card is automatically generated for every unique combination of client, bank account, firm, and activity. Manual creation of trust cards is not supported.