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Why Does the Unlinked Section on the Trust Listing Report Show a $0.00 Balance?

Objective:

  • Why is the unlinked section of the Trust Listing Report showing $0.00?

Environment:

  • Clio Manage

Additional Information:

Answer:

When the Trust Listing Report shows a $0.00 balance in the unlinked section, it simply means that no Trust funds are unlinked. 

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