How Do I Change the Primary Operating Account in Clio Payments?
Question:
- Can I change the Primary Operating Account in Clio Payments?
- Is it possible for me to change the Primary Operating Account for my Clio Payments?
Environment:
Additional Information:
- The Primary Operating Account is where Clio will draw all expenses from so that your IOLTA/Trust Account is not affected. Whenever a payment is received from a client, all associated fees will be drawn from the primary Operating Account.
- Please note, that all fees including chargebacks and disputes are taken from the Primary Operating Account.
- You can only change the Primary Operating Account of your Clio Payments if you have more than one Operating Account.
Answer:
- Go to Settings in Clio Manage
- Click Online Payments
- At the bottom of the page, under the Primary Operating Account sub-heading, click on Change
