To obtain a Trust Account for payment of online fees, the Secretary of State office should be contacted. The Accounting Office will generate a PIN and provide the log in information to the User. The User acting as a Trust Account administrator will be able to create or access their trust account through their online single signer (OSS) account in SilverFlume.


SilverFlume Home

The User’s SilverFlume account has a link to the Online Trust Account Maintenance function. The user selects the link and is presented with the standard declaration of authority. When the User selects the Okay button, they navigate to the Trust Account Management screen.



My Profile Dashboard

The User can also access their Trust Account from the My Profile dropdown on the online dashboard.



When User has been added to a Trust Account with the email associated with their SilverFlume Account, selecting Trust Account from the My Profile Dashboard will display a Trust Account Line in the Trust Accounts grid. The Trust Account can then be accessed by clicking the Select radio button for the particular Trust account and then choosing the Access Account button.


Trust Account Management

If the account is new, the User will enter the Account Number and the PIN given to them by the Secretary of State and select Add.


If the Account has already been added to the User’s SilverFlume account, the Trust Account will show in the Trust Accounts grid at the bottom of the screen. Each row displays an Account Name, Account Number and the User email associated with the account, called the Account Email.


The User selects the Account they wish to view and selects the Access Account button.


Trust Account Details

The Trust Account Details displays the information on file with the Secretary of State for the selected Trust Account: Account Name; Trust Account Number; Contact Name; Phone; Email; Fax (optional); Mail Address Line 1; Mail Address Line 2; Mail Address City; Mail Address Zip; Account Status; and Account Balance.



From this screen, the User can manage their Trust Account: Deposit additional funds; associate users through the Maintain Users button; generate a Weekly Invoice and a Monthly Statement.


Deposit

The User selects the Deposit button to add funds to their Trust Account Balance. The User adds the full Credit Card #; the First and Last Name of the cardholder; the Type of card (pre-populated based on card number); Expiration Date; CVV code; and payment Amount.



Upon selecting the Submit Payment button, the User will be presented with an alert indicating the Submission is Successful. If this is the first time the User has used the credit card to add funds to the Trust Account, the User will be asked if they wish to save the credit card information for future use.


Maintain Users

When the User selects the Maintain Users button, a grid appears below with a list of the following attributes for current users: Name, Address, and Account User Email. A user with Administrator rights may Add Users by selecting the Add User button



The Add User button displays the Add Users popup, with pre-populated Account Name and Trust Account Number. To add a user, the User must supply an email address and search the system using the Find User button. Note that the new user must have been previously added to the system by SOS Staff. Optionally, the User may select Cancel to close the popup and return to the Trust Account Details screen.




If a new user is found, the User may add them to the Account by entering the PIN issued by the SOS for the new user. Selecting Add User will close the popup and add the new user to the list in the Trust Account Details screen.




Weekly Invoice

Selecting the Weekly Invoice button navigates the User to the Trust Account Weekly Report screen. This displays the Weekly Reports available to the User.


The Weekly Report shows the Statement # (hyperlinked) and the Date the report was generated. The User selects the Statement they are interested in and the Statement opens in another browser tab.


When the Statement number is selected, the User is navigated to a new tab showing the details of the trust account transactions for that week.



Navigation - At the top of the Statement Report, navigation buttons include Page Advance/Return; internal terms Search, Output Format and Refresh. The report output options are found in a drop down and include the following formats: XML, CSV, PDF, HTML, Excel, TIFF, and Word. The report outputs open in a downloaded file.




Monthly Statement

From the Trust Account Details screen, the User selects the Monthly Statement button.


Selecting the Monthly Statement button navigates the User to the Trust Account Monthly Report screen. The system displays the Monthly Reports that can be viewed or printed by the User.


The Monthly Report shows the Statement # (hyper-linked) and the Date the report was generated. The User selects the Statement they are interested in and the Statement opens in another browser tab.


Navigation - At the top of the Statement Report, navigation buttons include Page Advance/Return; internal terms Search, Output Format and Refresh. The report output options are found in a drop down and include the following formats: XML, CSV, PDF, HTML, Excel, TIFF, and Word. The report outputs open in a downloaded file.


Optionally, a User may select the Close Account Details button to return to the Trust Account Management screen.