Client Trust Account Registration

Client Trust Account Registration

Follow this step-by-step guide to register or update information about your Client Trust Accounts (CTAs), including both IOLTA and non-IOLTA accounts, using My State Bar Profile. Licensees must complete the five-step process to fulfill their the annual CTA reporting requirements by February 1 of each year during the license renewal process. Any updates to IOLTA must be reported to the State Bar through My State Bar Profile no later than 30 days after the change, as required by State Bar Rule 2.2 (C).

  • Log in to My State Bar Profile.
  • Confirm and complete annual verification of your State Bar record. Note: This is a one-time annual verification, and you will not be prompted again once the verification is completed.
  • View your CTA reporting requirement compliance status and select the “CTA (including IOLTA)” link in the grey Client Trust Account and IOLTA Annual Reporting box.
  • Review the Client Trust Account (including IOLTA) reporting requirements. Select “Go to CTA (including IOLTA)” and follow the steps below to satisfy the reporting requirements:

Step 1: Respond to the annual CTA (including IOLTA) reporting questions (Cal. Rules of Court, rule 9.8.5(a)(1)).

Step 2: Register and update CTA, non-California IOLTA, and California-IOLTA (Cal. Rules of Court, rule 9.8.5(a)(2)).

Step 3: Answer the 12 question self-assessment (Cal. Rules of Court, Rule 9.8.5(a)(3)). See a preview of the self-assessment.

Step 4: Submit the certification of compliance (Cal. Rules of Court, rule 9.8.5(a)(1)(b)).

Step 5: Submit the declaration to complete the reporting process.

For questions on CTA reporting requirements, please fill out the Licensee Records and Compliance Inquiry form.

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