First Time Signing in Guide for Attorney Users
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Updated: 07/13/2022
Article #: 5
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To start using your TrustUS account, you must provide some necessary information.
To log in, go to the TrustUS App in your browser, and login with your account email and password.
Upon the first login, you will be asked to fill out your personal information. After filling out your personal information, tick the box above the "Next" button to agree to TrustUS's Terms of Service and Privacy Policy as well as our partner Dwolla's Terms of Service and Privacy Policy. Then click the "Next" button to continue to the next step.
Then, you need to fill out your business information. This is the information we would need to verify you as a Business User and thus allowing you to make transfers. After completing the form, press "Next".
Depending on your business type, you may be prompted to add a Beneficial Owner. Every person that has at least 25% ownership of the business needs to be added here. Press the "Add a Beneficial Owner" button at the top, and continue to fill out the information of this owner.
After adding all the Beneficial Owners of your business, tick the box above the "Next" button to certify that you are providing complete and correct information about your business, and press the "Next" button to enter your TrustUS dashboard. |
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