Close an IOLTA account

If one or more of your financial institution’s IOLTA accounts closes, please note this with the letter “C” in the IOLTA remittance report under the “Account Status” field. Once WisTAF receives this notification, we will update IOLTA database records accordingly. Please ensure that all interest on the account has been paid to WisTAF before closing the account.
 
Should your institution decide to completely withdraw from the IOLTA program, follow the steps outlined here.