This guide walks you through managing Trust Accounts in Unity®
Setting up and maintaining these accounts ensures accurate trust accounting and helps your firm stay compliant with provincial regulations.
Access Trust Account Settings
You can access Manage Trust Accounts in two ways:
From the Administration/Settings page, click Manage Trust Accounts.
From the Administration/Settings page, click Staff Profiles, select the solicitor > open the Trust Accounts tab, and click Manage Firm Trust Accounts.
Firm Trust Accounts
The Firm Trust Accounts window lists your firm’s trust accounts and shows:
Deposit choice (into trust account or by cheque)
Bank or trust company name
Address
Account number
Trust account name
Any comments you have added
Add New Trust Account
In the Firm Trust Accounts window, click Add New and enter:
Preferred method – choose whether mortgage funds are received into your trust account or by cheque.
Institution number, transit number, and trust account number – once institution and transit numbers are entered, the bank or trust company name and address pull automatically from the global database.
Trust Account Name
Payable-to name if funds are received by cheque.
Any comments.
Click Save when finished.
Select Trust Accounts For Lawyers
In Staff Profiles, select the lawyer’s name and use the arrow buttons between the Available Firm Trust Accounts list and Selected Trust Accounts list to move the firm’s available trust accounts into the solicitor’s selected list.
Important: This updates your Unity® trust accounts. If you need help updating trust accounts in Unity® Lender Centre, please contact their support team |
Unity Lender Centre Support Team Contact Information
Phone Number: 1 (877) 418-7511
Email Address: UnityLCAdmin@dyedurham.com
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