This article may be out of date!
Visit the New Knowledge Center

How to Update Bank Account Information


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


  • Clio Manage

Additional Information:

  • n/a


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




Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality