Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Delete a Bank Account

Objective:

  • How to Remove Client Trust Fund
  • How to Delete the Operating Account

Environment:

  • Clio Manage

Additional Information:

You cannot delete an Account if there are any Transactions in the Account. You must delete any Transactions prior to being able to delete the Account.

Procedure:

  1. Navigate to the Accounts tab
  2. Click the drop-down arrow in the Actions column beside the Account you wish to remove
  3. Choose Delete
  4. Confirm that you understand the consequences of this action
  5. Choose Delete again 
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