Interest on Lawyers' Trust Accounts (IOLTA) 

IOLTA is a proven solution for attorneys who manage short-term funds 
 for their customers. Our accounts meet state IOLTA requirements for 
 receipt of interest on attorney accounts.

• Use your monthly statements for a record of deposits and disbursements, and view interest earned that was remitted to the state.
• IOLTA accounts are available in every state within our footprint: NY, PA, NJ, RI, CT, DE, MA, NH, FL, and Washington, D.C. 

Escrow accounts

Many businesses rely on escrow accounts to organize and manage segregated client assets.

• Hold funds for a single client or use an Escrow Master-Sub Relationship for multiple client accounts.
• Use your consolidated monthly statements to keep track of client deposits and earned interest.
• Reduce your administrative burdens with 1099 IRS tax forms automatically issued to clients at year-end.
• Securely manage escrow sub accounts using our self-service portal to open, close, and make payments to the subaccounts online.