# Adding Nominated Accounts

## Adding a Nominated Account

To add a Nominated Account, follow these steps:

{% stepper %}
{% step %}

#### **Open the applicant’s profile**

Go to the Nominated Account tab: Click **Nominated Account → Add Nominated Account**.

<figure><img src="/files/ralon3EodUe9DamhG3eI" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Enter the account name

If the account already exists in Trustform, the system may suggest reusing it to avoid duplication.

<figure><img src="/files/D0epa7Fja1dBjqvG7A0Y" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill in the required account details and save

* Enter the necessary banking information and upload supporting documents if required (for example, proof of account). When adding the **Account Holder** – if this entity already exists in Trustform – the system will suggest selecting it to avoid creating a duplicate.
* Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.
* You may press **Save Form** at any point to save the information. The system retains the data even if the form is not yet fully completed.

<figure><img src="/files/Th2JdIM68gMHM4X4ihBz" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Remove Nominated Account

You can remove an Nominated Account at any time. To do this, click the **three dots** next to the relationship entry, select **Remove connection** and confirm.

{% hint style="info" %}
The relationship will be disconnected from the account but **not deleted from the system**.
{% endhint %}

<figure><img src="/files/72F5R5u7FlVYUvq31ckU" alt=""><figcaption></figcaption></figure>


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