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How can a financial institution become eligible to hold IOLTA funds?

April 26, 2017eligible financial institution funds hold IOLTA

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How can a financial institution become eligible to hold IOLTA funds?

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If your financial institution currently holds IOLTA accounts, and you would like to learn more about becoming eligible, visit the Become an Eligible Financial Institution section for more information. If your institution does not currently hold IOLTA accounts, please contact Janice Cappiello at 512.320.0099, ext. 108, before opening IOLTA accounts. You must acquire a bank code and a packet of instructions and forms from the Foundation before qualifying for the eligibility process.