TrustReq Help Documentation
  • Welcome Page
  • Account Management
    • Creating a New Primary Account
    • Important Account Association Warning
  • Clio integration
    • How to import your Clio contacts into TrustReq
  • Security
    • Two-Factor Authentication (2FA)
  • Billing and Payment
    • Understanding Per Seat Pricing
    • Understanding how annual billing works
    • Handling Downgrades and Credits
  • Remote Identity Verification (IDV)
    • How to invite your client to verify their identity on TrustReq
    • Is TrustReq's remote identity verification tool compliant with the Law Society of Ontario?
  • Types of By-law 9 forms
    • Form 9A
    • A note about para. 1 of subsection 12(2) in By-Law 9
    • Form 9B
    • Form 9C
    • Form 9D and 9E
  • Trust Reconciliations
    • Monthly trust reconciliations for Ontario lawyers and paralegals
    • How to generate a trust listing report on Clio
    • How to record bank errors when performing a trust reconciliation
  • Cash Limits and Exceptions
    • Watch: How to perform a cash acceptance pre-check
    • Watch: How to record a cash transaction
    • What is the definition of cash?
    • How much cash can a licensee accept in a client matter?
    • When does the limit on accepting cash apply?
    • Are there any exceptions to the cash limit?
    • Definition of "public body" regarding cash limit exceptions
    • How much cash can a licensee accept in foreign currency?
    • Cash limit if the licensee is acting for more than one client on one client file
    • Example: If a client provides a licensee with $15,000...
  • Understanding how permissions work on TrustReq
  • Recording Keeping Guide
    • Record keeping requirements if cash received
    • Record keeping requirements if referral fee paid or received
    • Email money transfers into and out of a trust account
    • Circumstances when Ontario lawyers are not required to use a Form 9D nor a Form 9E under By-Law 9
    • Valuable Property Records
  • Referral Fees
    • Watch: How to generate a referral fee agreement
    • Watch: How to fill and manage the Law Society of Ontario's "Referral Fee Checklist"
    • Watch: How to record a referral fee transaction
    • Is the LSO's "Referral Fee Agreement" form mandatory?
    • What's the difference between a "matter" and a "referral fee matter" on TrustReq?
  • REFERENCE: Text of By-Law 9 (Financial Transactions and Records)
    • Part I - Interpretation
    • Section 1
    • Part II - Handling of money by bankrupt licensee
    • Section 2
    • PART II.1 - Handling of money by licensee whose license is suspended
    • Section 2.1
    • Section 2.2
    • Section 2.3
    • Section 2.4
    • Part III - Cash Transactions
    • Section 3
    • Section 4
    • Section 5
    • Section 6
    • Part IV - Trust Account
    • Section 7
    • Section 8
    • Section 8.1
    • Section 9
    • Section 10
    • Section 11
    • Section 12
    • Section 13
    • Section 14
    • Section 15
    • Section 16
    • Section 17
    • PART V - Record Keeping Requirements
    • Section 18
    • Section 19
    • Section 19.1
    • Section 20
    • Section 21
    • Section 22
    • Section 23
    • Section 24
  • TrustReq Referral rewards program
  • Project Roadmap
  • Terms of Use
  • Privacy Policy
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  1. Account Management

Important Account Association Warning

Warning: One Account, One Team

PreviousCreating a New Primary AccountNextClio integration

Last updated 11 months ago

Please Note: Each TrustReq account can only be associated with one "Team" on TrustReq. It is crucial to select the correct option when creating your account to avoid any complications.

  1. Creating a Primary Account:

    • If you mistakenly create a primary account when you intended to join a pre-existing team, you will be unable to join the correct team without first contacting customer support. This mistake will prevent you from being invited to the correct team as your account will already be associated with a new, separate team.

  2. Joining an Existing Team:

    • When a new account joins a pre-existing TrustReq team, it becomes permanently associated with that team. Consequently, the account will no longer be able to open a primary account in the future without first contacting customer support, as it is already linked to the existing team.

Best Practices to Avoid Issues

  • Verify Your Role: Before proceeding with account creation, ensure you know whether you need to create a new primary account or join an existing team. Confirm this with your team members or the person managing the existing team.

  • Contact Support if Unsure: If you are unsure about which option to select, please contact TrustReq support for guidance to avoid any unintentional mistakes.

What to Do if You Made a Mistake

If you have mistakenly created a primary account or joined a team incorrectly, please contact our customer support for assistance. We can help correct the account association to ensure you are part of the correct team.

  • Contact Support: Email us at support@trustreq.com or visit our for more options.

We hope this warning helps you understand the importance of correctly associating your account with the intended team. Thank you for choosing TrustReq!

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