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Can I Bulk Transfer Funds from One Trust Account to Another?

Question:

  • To determine if funds can be moved in one transfer instead of individually
  • Bulk Transfer Trust Funds

Environment:

  • Clio Manage

Additional Information:

n/a

 

Answer:

No, for Trust Compliance regulations and accuracy reasons, Trust transactions cannot be bulked transferred. They must be manually moved over at the Client or Matter level. 

 

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