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If I Have Funds in 2 Trust Accounts, which Account is Selected When I Click "Approve and Apply Trust"?

Objective:

  • Multiple trust accounts
  • Funds in more than one trust account
  • Automatically moving trust funds into multiple accounts
  • Retainer accounts

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When there are funds in multiple Trust accounts, the oldest Trust account will be used when the "Approve and Apply Trust" feature is used.

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