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

March 11, 2019 21:00

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.