- Updating an Account
- How do I make the Operating 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 Web App
- For more information on Managing Accounts, click here.
- Select Accounts
- Select Edit below the Account that you would like to update
- Scroll down
- Check off the box Default Account
- Select Update Bank Account