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How Will Trust Payment Related Charges from Clio Payments Be Displayed on My Bank Statement?


  • When Clio Payments charges/debits my operating bank account for any trust payment related fees, what will the corresponding transaction show up as?


  • Clio Manage

Additional Information:

  • Given that Clio is Trust/IOLTA compliant, your Trust account will never be charged for processing fees related to trust payments. Rather, your default operating account is charged for this fee. 


The trust payment related fee will show up as 'Clio Payments' on your bank statement 

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