> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-nominated-accounts.md).

# Adding Nominated Accounts

Learn how to add a nominated bank account to an applicant’s profile in Trustform to ensure all banking details are properly documented and compliant.

## 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="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2F1QwFY7Rc8FpfdVqzsRTg%2FFrame%2053.png?alt=media&amp;token=c02cdda7-d2ed-4fc2-b190-14faebd23297" 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="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FXzG6RqcdsFIpmQ5dGaE6%2FFrame%2055.png?alt=media&amp;token=eba7ac1d-ceeb-427e-b8ce-2ec5278ec533" 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="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FYcCJIitgh38cMTMlrgOf%2FFrame%2054.png?alt=media&amp;token=4a6933ba-5e2a-4e09-a2f7-d4e8f12a771e" 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="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FfZ3RFec4DEvyBezj7SHG%2FFrame%2056.png?alt=media&amp;token=6c3b76a5-7a99-43d1-b916-03a0427b2a50" alt=""><figcaption></figcaption></figure>
