IOLTA ACCOUNT UPDATE

If you have recently changed your employment or established a new IOLTA trust account, you can update your account information online through your State Bar profile:

  • Log into My State Bar Profile at www.calbar.ca.gov/Attorneys/MyStateBarProfile.aspx.
  • Click on Interest on Lawyer Trust Accounts (IOLTA).  Your current IOLTA account information with the State Bar of California is displayed in this section.
  • To confirm or make changes in your IOLTA account, click on Report my IOLTA account status. Detailed information about your IOLTA account is listed in your IOLTA Record.
  • Click confirm for each account that is currently open. Click remove if the account shown is closed, or you are no longer associated with the firm whose account appears in your record. Click add to report a new account or account that is not listed in your IOLTA Record. You only need to report an Attorney Client Trust Account coded with the California State Bar’s taxpayer identification number. Note:  You will receive a confirmation email.
  • Once you have updated and confirmed that all the information in your IOLTA Record is correct, click Return to My State Bar Profile to exit.
  • To ensure compliance with the State Bar Rule 2.114, it is important to keep this information up-to-date.
  • If you have questions on updating your IOLTA account online, contact the Legal Services Trust Fund Program at 415-538-2227 or iolta@calbar.ca.gov. As an alternative, you may fill out the IOLTA Update Form below and send it to the State Bar of California, Legal Services Trust Fund Program, 180 Howard Street, San Francisco, CA 94105. Or fax it to (415) 538-2389.

Update Form (pdf version)

Trust Account Information Report

Please complete this page (or the PDF version above) and mail it to the The State Bar of California, Legal Services Trust Fund Program, 180 Howard Street, San Francisco, California 94105, or fax it to 415-538-2389.

FULL NAME:____________________________ MEMBER NUMBER: ________________

CHECK ONE:

  I am an attorney (or work for a law firm) which, in the course of the practice of law, receives or disburses trust funds and, in order to comply with the Legal Services Trust Fund Program legislation, I have (or my firm has) established an IOLTA account. ENCLOSE THIS PAGE WITH A BLANK DEPOSIT SLIP FOR ANY ACCOUNT YOU HAVE CLOSED (MARK "CLOSED") AND ALL CURRENTLY OPEN ACCOUNTS (MARK "OPEN").

Law Firm: _________________________________________________
     
  I have not established an IOLTA account (or I have closed my previous account) as I am not covered by the legislation because:
  1. I am not engaged in the practice of law; or
  2. I/we do not receive or disburse any client or third-party funds in the practice of law; or
  3. I/we only hold client trust funds in amounts that are large enough and held for a long enough period of time to earn income in excess of the costs to secure such income; or
  4. I am not legally required to hold an IOLTA account for other reasons.

For more information or questions, call the Legal Services Trust Fund Program, 415-538-2227, or e-mail iolta@calbar.ca.gov.