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How much money should I transfer from Trust/IOLTA to Operating?
How much money should I transfer from Trust/IOLTA to Operating?

Transferring money from your bank to trust or operating each week/ month.

David S avatar
Written by David S
Updated over a week ago

To learn how much you need to transfer in your bank from Trust/Escrow to Operating for a certain time period, follow the steps below:

1) Go to your payments section by clicking on "More" and selecting "Payments".
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2) Select the bank account filter "Trust Account" and payment method filter "Transfer" and even change the date range as needed.

The amount shown in the "Trust" field on top is the amount needed to transfer from your Trust to your Operating.

Enjoy!

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