The Open a Register area is located below the Open a Binder area on the home page. It contains all of the registers for the TrustEase Administrator's Workstation. Each register is organized into folders, which further organize your registers according to the types of data contained in them. For example, a General Account Information folder would likely contain registers that have data related to basic account information, whereas a Beneficiaries folder would likely contain registers that have data related to specific beneficiary information.
Most of the data contained in the registers is limited to one tax year. If you need to work with the data for a tax year that you did not login to, see Changing the Tax Year before you open the register.
From the Open a Register area, you can: