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 Lawyer 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 Legal Services Trust Fund Program at 415-538-2227 or iolta@calbar.ca.gov. 

You may also fill out the IOLTA update form below and send it to the State Bar of California, Legal Services Trust Fund Program at 180 Howard St., San Francisco, CA 94105 or fax it to 415-538-2389.

Related links

Print out the form to update your information 

Interest on Lawyers’ Trust Accounts (IOLTA) Update Form

The State Bar of California
Legal Services Trust Fund Program
Trust Account Information Report

If you have recently changed your employment or established a new IOLTA account, please complete this page. You may mail it to the Legal Services Trust Fund Program, The State Bar of California, 180 Howard Street, San Francisco, California 94105-1617, or fax 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 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:
___ I am not engaged in the practice of law.
___ I/We do not receive or disburse any client or third-party funds in the practice of law.
___ 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. 
___ I am not legally required to hold an IOLTA account for other reasons.

If you have questions about this program, you may call the Legal Services Trust Fund Program at (415) 538-2227 or email to iolta@calbar.ca.gov.