Question:
- Can You Convert an Operating Account to a Trust Account on Clio Manage?
- Can You Change an Operating Account to a Trust Account on Clio Manage?
- Can You Convert a Trust Account to an Operating Account on Clio Manage?
- Can You Convert a IOLTA Account to an Operating Account on Clio Manage?
Environment:
- Clio Manage
Additional Information:
- To Learn More About Managing Accounts - Creating, Editing, and Deleting, click here
Answer:
No, you cannot convert an Operating Account to a Trust Account on Clio Manage. You will need to open a new Bank Account and manually transfer the transactions to this new bank account.