San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Map My Clio Operating Account to my Trust Account when Setting up Clio Payments?


  • When I'm setting up Clio Payments am I able to map my Clio Operating Account to my Trust Account?
  • Can I link my Trust and operating Accounts in Clio? 


  • Clio Web App

Additional Information:

This article will walk you through setting up Clio Payments


You cannot map your Trust Account to your Clio Operating Account.  Clio does this to stay compliant with IOLTA guidelines and the ABA code of professional conduct.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality