TrustLink

ALTA ID: 1162026
TrustLink
4 First American Way
Santa Ana, CA 92707-5913

View ALTA Member Profile

Contact: Scott Brothers
Phone: 800-767-7833
Fax: 714-250-1300
Email: [email protected]
Web: http://www.trustlinkservices.com


Company Description

TrustLink Services

Phone: 800-767-7833

Email: [email protected]

Website: www.TrustLinkServices.com 

TrustLink, The Premier Trust Accounting Service, provides unparalleled service for all trust accounting needs. For over 45 years, TrustLink has been a national leader in full-service trust accounting.

TrustLink offers true daily and monthly 3-way reconciliation with an assigned reconciler who is available by phone, email, or via our online platform. This includes a complete segregation of duties, positive pay upload to the bank, electronic verification and management approval.

In addition, TrustLink provides unclaimed property and 1099-S tax filing service. TrustLink tracks, reports, and helps clients remit unclaimed funds to the appropriate state agencies, ensuring deadlines and avoiding costly penalties. For tax filing, each 1099-S is submitted on your behalf to the IRS with TIN match verification, monthly reporting on filing status, and optional filing with state tax authorities. TrustLink can also provide a new W-9 and due diligence letter on behalf of the settlement agent if a TIN rejection occurs.

Contact us today to get more information or schedule a demo at: 800-767-7833 [email protected]


Benefits Offered to ALTA members

TrustLink will waive positive pay setup fees for new customers who are ALTA members.

Categories

ALTA Best Practices - Technology & Services
  • Managing Escrow Trust Accounts and Processes
Money Management
  • Accounting Software Services
  • Fraud Prevention


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