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How to Delete a Bank Account

Objective:

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

Environment:

  • Clio Web App

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:

New Clio

  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 
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