We will not close the account until all parties certify that all monies have been paid and that nothing more is due to be paid or reimbursed. Once we have written confirmation from all parties, we prepare and refund the account funds via check or ACH/Wire Transfer.
Your client portal will remain active for 90 days after your account has been closed allowing you to access and download all documentation. Should you need to access your documentation after 90 days, you can do so by contacting our office, as SeedTrust® maintains files for three years after the contract has ended.