Archiving a Client/Trust Account is permanent and removes it from your active accounts list. Before requesting the archive, complete the checklist below to ensure the account is fully settled.
Pre-Archive Checklist
Ensure all of the following are true before proceeding:
Account balance is exactly $0.
All associated ledger balances are $0.
No transactions are awaiting reconciliation.
No unpresented payments or deposits.
Account is fully balanced.
No properties are linked to ledgers in the account.
Bond/Deposit ledgers have a zero balance.
No outstanding bonds.
All outstanding ledger tasks have been completed or removed.
Requesting the Archive
Contact Re-Leased Support via the Help Centre.
Confirm all items in the pre-archive checklist are complete.
Include the name and details of the Client/Trust Account to archive.
Note: Archiving is irreversible. If you archive in error, you will need to create a new Client/Trust Account from scratch.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.