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).
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.
Currently, licensees must first complete the five-step process detailed above each time they need to report updates to their IOLTA. If you have questions on updating your IOLTA account online, contact the State Bar of California IOLTA Program at 415-538-2252 or firstname.lastname@example.org. For questions on CTA reporting requirements, please email email@example.com.