Secure and Compliant IOLTA Accounts

Managing client funds requires the highest level of care and compliance. Our IOLTA accounts are specifically designed to help attorneys meet their fiduciary responsibilities while ensuring ease of use and full regulatory compliance. Trust your client funds with a bank that understands the unique needs of legal professionals.

IOLTA accounts are specialized trust accounts that allow attorneys to pool nominal or short-term client funds. The interest generated on these accounts is then used to support legal aid services. Managing client funds requires the highest level of care and compliance. Our IOLTA accounts are specifically designed to help attorneys meet their fiduciary responsibilities while ensuring ease of use and full regulatory compliance.

Compliant Maintenance and Reporting

Automatic Interest Remittance

No Minimum Balance and Unlimited Transactions

Multi-User Access & Permission Controls

Expanded FDIC Insurance

Check Writing and Remote Deposit

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Unlimited options
Advanced Sub-Account Features:

ATTY’s advanced sub-accounting and three-way reconciliation features automate key aspects of trust account management, significantly reducing the potential for human error and ensuring compliance with legal and ethical requirements.

Full compliance with state bar IOLTA requirements
Automatic interest remittance to the appropriate state IOLTA program
No monthly maintenance fees, ensuring all interest benefits legal aid
Detailed, easy-to-access reporting for transparent account management
Dedicated support from your ATTY concierge banker, who understands the legal industry
Easy three-way reconciliation report creation
Advanced fraud protection measures to safeguard clients' funds from unauthorized access
Seamlessly transfer funds between your IOLTA account and other accounts, while maintaining compliance