Wisconsin attorneys' banking relationships matter. |  |
The simplest way to support IOLTA’s mission is to maintain your IOLTA account at a Prime Partner financial institution, which pays interest rates that are at least 0.50% higher than required under the Wisconsin Supreme Court’s IOLTA interest rate comparability requirement. The additional interest results in more funding for civil legal aid in communities throughout Wisconsin.
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Attorney IOLTA trust account agreement |
At the time you open an IOLTA trust account at your financial institution of choice, you are required to complete the Attorney IOLTA Trust Account Agreement. After filling out the form, please make two copies from the original, to be distributed in the following manner:
Original – held by the financial institution
Copy 1 – retained by the attorney
Copy 2 – mailed to: Wisconsin Trust Account Foundation, 4600 American Parkway, Suite 104, Madison, WI 53718
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A Prime Partner member of the Wisconsin IOLTA program since 2011, Citizens Bank strives to be the most admired community bank in the State of Wisconsin. Citizens Bank goes above and beyond IOLTA participation requirements by paying additional interest on its clients' IOLTA accounts - helping to expand access to civil legal services in Wisconsin.
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