Please call 415-538-2450 and ask to speak with the moral character Person of the Day. Please be prepared to email a screenshot if the issue cannot be resolved over the phone. Some issues may take more time to resolve if technical assistance is necessary.

If you answer “Yes” to the Screening Question indicating that you are responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct, you must maintain a trust account—or have one maintained on your behalf—to receive and hold the entrusted funds. Therefore, you must answer “Yes …” to at least one Step 1 question. The answer you choose depends on who will be registering the account with the State Bar.

For example, if you select “Yes, I will provide or update IOLTA/non-IOLTA account information, including the balance as of December 31, 2025, via My State Bar Profile …” in response to either question 1 and/or question 2, you must complete all CTAPP reporting requirements and register a corresponding IOLTA, non-IOLTA, or both, depending on the question(s) to which you select this answer, in Step 2 (Account Registration) in My State Bar Profile.

If you select “Yes, a firm or organization I am currently employed by or in practice with will provide or update the account information via Agency Billing, including the balance as of December 31, 2025” in response to either question 1 and/or question 2, you must complete all CTAPP reporting requirements. A firm or organization can only register a corresponding IOLTA, non-IOLTA, or both, depending on the question(s) to which you select this answer, via the State Bar’s Agency Billing platform. Regardless of whether you select this answer, it remains your responsibility to ensure that all necessary account details are registered, including the December 31 balance. You should be sure to confirm with your firm or organization administrator that they will register the required information via the State Bar’s Agency Billing platform by the deadline.

If you select “Yes, however, I am no longer employed by or in practice with the firm or organization. I understand that I am not required to register trust accounts that are maintained by a firm or organization that I am no longer employed by or in practice with as of December 31, 2025” and you did NOT also select any of the other “Yes …” answers, you do not have to register any accounts in Step 2 (Account Registration). You are not required to register accounts that are maintained by a firm or organization that you are no longer in practice with as of December 31, 2025. If there are no other accounts that you maintained or were maintained on your behalf, you may proceed to Step 3 (Self-Assessment).

You may choose as many “Yes” answers to the same question as are applicable to your situation. You may not simultaneously select a “Yes” and “No” answer to the same question. If you choose multiple “Yes” answers requiring trust account registration, you must have multiple trust accounts registered in Step 2. For example, if you choose “Yes, I will provide or update IOLTA account information, including the balance as of December 31, 2025, via My State Bar Profile …” and “Yes, a firm or organization I am currently employed by or in practice with will provide or update the IOLTA account information, including the balance as of December 31, 2025, via Agency Billing …” in response to question 1, you must have two IOLTA accounts registered in Step 2, one registered via My State Bar Profile and one registered via Agency Billing.

Your responses to questions 1 (IOLTA) and 2 (non-IOLTA) in Step 1 should never be “No …” and “No …” because you answered “Yes” to the Screening Question indicating that you were responsible for complying with any of the requirements or prohibitions governing the safekeeping of funds of clients and other persons under rule 1.15 of the California Rules of Professional Conduct.

Please see the tables, below, to see the Account Type and the Application Type (the application through which the account must be registered) (see Image 1) for each response to the Step 1 questions.

Image 1. My State Bar Profile Step 2 Account Registration Grid

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The CTAPP self-assessment questions can be viewed in the CTAPP self-assessment preview.

Law firms and organizations can complete only one step of the requirements for the lawyers who work for them, which is registering trust accounts on their behalf. Even if the firm registers the account on behalf of the lawyer, the lawyers must still log in to My State Bar Profile and complete the initial report of whether they maintained a client trust account or one was maintained on their behalf, the self-assessment, the certification that they are knowledgeable about and in compliance with the rules regarding the safekeeping of funds, and the declaration.

If the firm or organization that you are currently employed by or in practice with is registered with the State Bar’s Agency Billing platform, the firm or organization may register the client trust accounts on the lawyer’s behalf. However, the State Bar must receive the trust account registration data by the reporting deadline. If you or your firm or organization fail to report this information by the deadline, you will be assessed a noncompliance penalty.

Please contact your firm or organization administrator to confirm whether they will report the trust account registration data on your behalf. The firm must identify, via the Agency Billing platform, each licensee who is covered by the firm’s submission of account information on behalf of the firm’s lawyers.

Lawyers can determine whether their firm has reported account information on their behalf during the CTAPP registration process in My State Bar Profile or, if they have already completed their individual reporting requirements, by clicking on the “View a Summary of your CTAPP Annual Reporting” link on the CTAPP Annual Reporting tile on the Compliance Dashboard page.

Attorneys are expected to track their own hours for the purposes of this reporting requirement. Some law firms require their attorneys to track this time already. A nonprofit with whom the attorney provides pro bono legal services may assist in tracking hours.

Attorneys are asked to report pro bono and reduced fee hours as a range (e.g., 1–5 hours, 6–10 hours, 11–19 hours, etc.). Attorneys will also be able to select 0 hours or less than 1 hour of pro bono or reduced fee legal services hours, or select the checkbox if you did not track your hours or you prefer not to answer.

This resource walks you through reporting pro bono hours on My State Bar Profile.

An attorney must be an active licensee in good standing of the State Bar, who has practiced law continuously for at least five years in any United States jurisdiction and actively practiced law in California or taught law in a California law school for at least two years immediately preceding the time of supervision. A judge must be a judge of a court of record in California, such as a California Superior Court or California Court of Appeal. Please refer to rule 4.29(B) of the Rules of the State Bar.

In addition, a supervising attorney or judge may not supervise more than two LOS students simultaneously.

These issues are likely the result of the learner’s device referring to an earlier memory cache (version) of the course and the device not refreshing correctly. The following steps usually resolve this issue:

1. Clear your browser’s memory cache/history.
2. Try using a different Internet browser. See below for optimal settings.
3. Try launching the course on a different device.

Optimal Settings:

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Depending on the type of screen you are on when you exit, the course will resume at that point or at the beginning of the same section. However, if this is not the case, your device may be referring to an earlier memory cache (version) of the course and may not be refreshing correctly. Try carrying out each of these options until you resolve the issue: 

1. Clear your browser’s memory cache/history
2. Try using a different Internet browser. The following are optimal: Windows 7/10: Google Chrome, Internet Explorer 11 or above; iOS Safari
3. Try launching the course on a different device.

Attorneys who are eligible for fee scaling and agree to comply with all required obligations by the April 1, 2025, including: 

• Attorney profile verification
• Client Trust Account Protection Program
• MCLE compliance (if applicable) I

f an attorney is assessed a noncompliance penalty for any required annual reporting obligation, they will no longer be eligible for the installment plan and must pay all outstanding fees and costs in full by June 30, 2025.

Yes, attorneys may pay their installments in advance if they wish to complete their payments before the final deadline of October 1, 2025.

No. Pursuant to rule 9.40 of the California Rules of Court, the application must include the out-of-state attorney's residence and office address.  

Once you are no longer supervised by your Supervising Lawyer, you must immediately: 

• Log in to the Applicant Portal.
• Click on your most recent PLP case number.
• Report the termination by posting the information, including the date and reason for termination, to your most recent PLP case.  
• Alternatively, you can also submit a general request through the Applicant Portal by clicking on the Help Center. 

The PLP will sunset for first-time takers of the February 2025 CBX on December 31, 2027. Provisional Licensure Program: First-Time Takers of the February 2025 California Bar Exam

Once you are no longer supervised by your Supervising Lawyer, you must immediately: 

• Log in to the Applicant Portal.
• Click on your most recent PLP case number.
• Report the termination by posting the information, including the date and reason for termination, to your most recent PLP case.  
• Alternatively, you can also submit a general request through the Applicant Portal by clicking on the Help Center. 

Changes to your licensee record information may be made in the My State Bar Profile application.

Please use the forms listed here for other self-reporting.

• Nonattorneys: Click “Forgot Password” on the login page and follow the prompts.
• Attorneys: Reset your password through My State Bar Profile.

You may request a refund within 60 days of your purchase as long as the course has not been accessed. Refunds for courses with technical issues will be prioritized. Processing may take up to 90 days. Credit card fees are nonrefundable. 

Yes, however, access to a course completion certificate and resource materials for a course that you have completed will be available for only 30 days from the date of completion.

The accused attorney must file an answer, or risk a default judgment and involuntary enrollment as an inactive Bar member pending the outcome of the case. The clerks in State Bar Court schedule a status conference (a meeting of all parties), to be held within 45 days after the complaint is filed. The next step depends on the individual case. There could be additional status conferences, settlement conferences, or simply the trial date.

Yes. Any licensee who was active for any part of the reporting period and who did not meet one of the exemptions in Business and Professions Code section 6073.2(d) for the entire reporting period is required to report the amount of pro bono service hours provided in the past year. Even licensees who are exempt from reporting their pro bono hours must declare their exemption status in My State Bar Profile.