The attorney must enable this option for you if you don't see it. If you do not see the summary as seen in the screenshot below, please contact your attorney to enable this setting for you.
Viewing your Operating and Trust/Escrow Account Balances.
Viewing your Operating and Trust/Escrow Account Balances.
View your operating and trust account balance in client portal.

Written by PracticePanther Help Center. Updated over a week ago
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