Managing Your Account
- Profile Settings Overview
- How to Change Business Information
- How to Manage Multiple Businesses Under One Login
- How to Upload Business and Bank Documents
- How to Invite a Team Member
- How to Edit or Remove Team Members
- How to Invite Other Businesses to Transact
- User Roles in LiquidTrust
- How to Create and Manage Approval Policies
- Understanding Reminder Emails
- Downloading Reports from Your Account
- Finding Updates and New Features
- Getting Help: Reporting Bugs and Contacting Support