Objective:

• Change Bank Account that is being used for Clio Payments
• How can I update the routing number for my Trust or Operating Account in Clio Payments?

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

1. Go to Settings
2. Click on Online Payments 
3. Click the downward arrow next to the word Edit for the bank account you would like to remove
4. Select "Disconnect from online payments" 
5. Then click "Add bank account" to add new Bank Account  
6. Enter in Required Fields and Account Type 
7. Hit Save