Create, close, and view trust accounts

You can create a trust account for addresses, parcels, licensed professionals, and other contacts in your Civic Platform system.

After you create a trust account, you can link records to the account. Your administrator can set up automatic billing for related fees, which not only saves the individual from the need to go to your agency to pay each individual fee, but it also helps your agency staff by minimizing lines.

To create a trust account

1. From the Trust account page, select New.

2. Complete the required fields and others as needed. See Trust account form fields for field descriptions.

3. Select Submit.

4. To associate the trust account with an address, parcel, or person, select the appropriate tab: Associated address (address) or Associated parcel (parcel or person).

   • If you are on the Associated address tab, select Associate address.

   • If you are on the Associated parcel tab, select Associate parcel, Associate licensed professional or Associate contact, depending on what you want to associate.

5. Find and select the item(s) that you want to associate to the trust account.

6. Select Select.

You can close a trust account at any time. There are several reasons why you might want to close a trust account. For example, the trust account owner wants to close the account, the account is dormant, or someone made a mistake when opening a trust account. You cannot delete a trust account, you can only close it, preserving the record for archival purposes.

To close a trust account

1. On the Trust account page, select the check box next to the trust account that you want to close.

2. From the Menu button, select Close.

When you check out or pay for some records with a trust account, Civic Platform associates the records with the trust account. You can view the associated records from the Trust account page.

To view associated records

1. From the Trust account page, find and open the trust account record.

2. Select one of the following tabs:

   • Associated address

   • Associated parcel

   • Associated people

You grant public users permission to their trust accounts provided that they enter the correct password. For safety purpose, you can also deny public user access to some trust accounts if any abnormality occurs.

To assign public user permission

1. From the Trust account page, find and open the trust account record.

2. Select the Public user permission tab.

3. Select Look up.

4. Enter desired search criteria.

5. Select Submit.

6. Do one of the following:

   • Select a public user and select Approve.

   • Select a public user and select Reject. This action prohibits trust account access to this public user.