Learn how to report updates to registered client trust accounts after your CTAPP annual reporting is complete.
Licensees are required to inform the State Bar of any changes to their client trust account information within 30 days of the change.
Client trust account updates can be reported online through your My State Bar Profile. To report these changes, log into your My State Bar Profile and click the "Client Trust Reporting" link in your profile menu.
On the "Client Trust Accounts Reporting Requirements" landing page, click the "Rule 2.2(C) 30-day Client Trust Account Reporting" option to report updates.
In the "Rule 2.2(C) 30-day Client Trust Account Reporting" area, you have the option to:
Report changes to accounts
To update accounts, locate the account you need to update and click "Update Account Information."
- Notify that a previously reported account is now closed
- Notify that you are no longer associated with an account that was previously reported
Notify that a previously reported account is now closed
On the "Edit Close Date" tab, enter the date the account was closed and the account balance on date account was closed.
Note: If you report a close date beyond the 30-day requirement, you will need to provide an explanation for the late reporting.
After entering the required closing information, click "Save" to save your changes.
Notify that you are no longer associated with an account that was previously reported
If you need to report that you are no longer associated to an account, either because the account was transferred to another attorney or you are no longer affiliated with the firm that reported the account on your behalf, you can report the disassociation by updating the "Connection to Attorney" status to disassociated. On the "Update Connection" tab, update the "Connection to Attorney" to "Disassociated."
Note: If you added an account in error, you can also use the "Connection to Attorney" option to indicate that the account was added in error and should be disassociated.
Once you have updated the "Connection to Attorney" status to disassociated, choose one of the following reasons for disassociating from the account:
- I am no longer employed by/in practice with the firm Managing the account
- I sold my practice
- Account added in error
- Other (if selected please provide additional details for the reason for disassociation)
Finally, provide the effective date of the disassociation in the "Date Disassociation Effective" field and click "Save" to save your changes.
Note: If you report a disassociation effective date beyond the 30-day requirement, you will need to provide an explanation for the late reporting.
Report new accounts
Click "Add Account" to register a new account.
To add a new IOLTA, non-CA IOLTA, and/or non-IOLTA account, you must:
- Select the account type (IOLTA, non-CA IOLTA, or non-IOLTA).
- Enter the firm name or organization associated with the account.
- Enter the account routing number.
- Enter the account number.
- Enter the date the account was opened.
- Enter the state account is held.
Note:
- You must select the account type before entering any other account information.
- When entering the routing number, you must click the appropriate bank from the drop-down list presented. Doing so will automatically populate the Bank Name field. Please note that the Bank Name field is not a user editable field and is required to "Save & Continue." If you are unable to click the bank name from the drop-down list, you may also make your selection by using the down arrow on your keyboard and then press enter to make your selection.
Click "Save & Continue" to register the account. Click "Cancel" to return to the previous page without registering any account information.
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