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How to Update Bank Account Information

Objective:

  • Updating Operating Account information
  • Updating my Bank Information 
  • How to edit bank account name

Environment:

  • Clio Web App 
  • Accounts> Edit

Additional Information:

n/a

Procedure:

  1. Select Accounts 
  2. Select Edit below the Account
  3. Update the Account information
  4. Select Update Bank Account

 

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