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IOLTA Trust Account Features

Manage your client’s funds from anywhere at any time!

Stop worrying about fees and low balances. With an IOLTA Trust Account, you're able to customize alerts for constant updates on your client's funds. 

  • Our IOLTA trust account is an Interest on Lawyers Trust Account which adheres to Rule 1.15 of the Colorado Rules of Professional Conduct
  • 4.125% APY 1 on balances directly benefiting low-income programs such as the Colorado Legal Services Program Grant, Pro Bono Program Grants, and Administrative and Legislative Advocacy Grant 2
  • Wide variety of account alerts to ensure you always know the exact status of your client's funds
  • Easy transfers to your business or personal account
  • Free monthly statements
  • No monthly service fees 2
  • No minimum deposit required

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Open An Account

To speak with an IOLTA Trust Account Specialist, call 800.223.1983, ext. 2900.

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Complete the form below and let us know the best time to call you. 

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1 Annual Percentage Yield (APY) effective 07/17/2024. Accurate as of the last dividend declaration date.

2 No dividends payable to account owner or authorized user. Dividends paid monthly will be swept from IOLTA trust account and remitted accordingly per IOLTA rules. Terms and Conditions Subject to Change without notice. Rates may change after account is opened. Please refer to Account Agreements and Disclosures for more information. Account and membership requirements apply. Overdraft fees may reduce earnings.