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How To Set a Default Bank Account


  • How do I make the Operating Account the default account?
  • How Do I Make the Trust Account the default account?  
  • How do I choose the Trust Bank Account as the default?
  • How do I specify which Bank Account as default?


  • Clio Manage 

Additional Information:

  • For more information on Managing Accounts, click here.


  1. Select Accounts
  2. Select Edit below the Account that you would like to update 
  3. Scroll down 
  4. Check off the box Default Account 
  5. Select Update Bank Account 


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