IOLTA Update Form

Go through these steps to update your IOLTA account information through your State Bar profile:

1. Log into My State Bar Profile.
2. Select Interest on Lawyers' Trust Accounts (IOLTA). Your current IOLTA account information with the State Bar of California is displayed in this section.
3. 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.
4. Click confirm for each account that is currently open.
5. Click remove if the account shown is closed or you are no longer associated with the firm whose account appears in your record. 
6. 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. You do not need to report an out-of-state account.
   
7. When you finish your update, you will receive a confirmation email.
8. Once you have updated and confirmed that all the information in your IOLTA Record is correct, select Return to My State Bar Profile to exit.
9. To ensure compliance with the State Bar Rule 2.114, keep this information up to date.

If you have questions on updating your IOLTA account online, contact the California IOLTA Program at 415-538-2252 or iolta@calbar.ca.gov.