Introduction to ESI-Direct

Created At: Mar 13, 2024 Last Updated: Mar 3, 2025

Estimated Read Time: 1 minute

ESI-Direct streamlines the process of importing/exporting assets into an estate portfolio for ONESOURCE Trust and Estate Administration (OTEA) customers. This is done by utilizing assets entered into the Trust and Estate client within your OTEA program. ESI-Direct is an add-on service within the OTEA program. The video above demonstrates basic usage of the product.