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Will Recording a Payment From Trust Move The Money in my Real-Life Bank Account?


  • Will funds initially recorded with Clio Payments to the Trust account automatically move to my Operating account when I record payment with those Trust Funds to a Bill?
  • Does transferring funds in Clio affect my real bank account?


  • Clio Manage

Additional Information:

Bank account info entered in Clio when creating an account is for reference only, Clio does not connect to your bank or move funds between your actual bank accounts.


No, recording a payment from Trust in Clio will not move funds in your bank account.

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