How do I register my IOLA/IOLTA/IOTA with my state?

Select the state you practice law and review the information below:

Click the links below each state name for the associated state websites for more information. Notes are underneath for important details.

This resource is for guidance only, should you need further directions or have any questions please contact an IOLA/IOLTA/IOTA trust Attorney.

(Click the state name to find Branches and ATMs near you.)

Connecticut

Trust Accounts and Random Audits - Frequently Asked Questions (ct.gov)

Connecticut Bar Foundation: IOLTA/IOTA: Enrollment Form (ctbarfdn.org)

Open an IOLTA with an approved financial institution.
Complete form online or mail/fax in a pdf.

Delaware

https://www.delawarebarfoundation.org/frequently-asked-questions-regarding-iolta

Open and IOLTA with an approved financial institution.
Print and then fax or mail to Delaware Bar Foundation.

District of Columbia

https://www.dcbarfoundation.org/iolta

Lawyers who need to either open an IOLTA account for the first time or convert a non-IOLTA pooled client trust account should complete the DC Bar Foundation’s one-page IOLTA Account Registration

Must complete the D.C. IOLTA Account Registration Form
The title of a D.C. IOLTA account shall include the name of the lawyer or law firm that controls the account and the words D.C. IOLTA Account or IOLTA Account.

Florida

https://thefloridabarfoundation.org/iota/forms/

Notice to bar foundation form (can be completed online)
Notice to eligible institution form for each IOTA (customer has to sign and return to the bank. We send with acct opening docs)
To comply with the mandatory IOTA rule, the lawyer or law firm will need to advise the Foundation whenever a new IOTA account is opened, or an existing IOTA account is closed.
The title of an FL IOTA account shall include the name of the lawyer or law firm that controls the account and the words IOTA Account or IOTA Account.

Maryland

https://mdcourts.gov/

Report each year on whether they have any attorney trust accounts. Attorneys must file the report online, no later than September 10 of each year

New Jersey

https://tcms.njsba.com/personifyebusiness/Resources/NewAttorneyInformation.aspx

Balances under $2,500 can remain as a low balance, non-interest-bearing accounts (R6)
Balances above $2,500 customer have to sign the participation form and return to NJ
- We can send electronically to NJ - Joann Telemdschinw joannt@iotanj.org
Must register IOLTA annually with the IOLTA fund

New York

file (iola.org)

Attorney Enrollment Form (iola.org)

https://apps.dos.ny.gov/publicInquiry/

Open an IOLA with an approved financial institution
Complete the online enrollment form for the IOLA account.

Pennsylvania

Open an IOLTA Account | PA IOLTA BoardPA IOLTA Board

Download & print the IOLTA form
Take the form to an approved financial institution and complete it with a bank manager.
Fax the completed form to 717-238-2003.

Virginia

IOLTA — LSCV

IOLTA-form.pdf (vsb.org)

Download & print the IOLTA form
Take the form to an approved financial institution and complete it with bank personnel.
Email or fax the form.

West Virginia

IOLTA (wvbar.org)

Updated-Participation-Form-2015.pdf (wvbar.org)

Open an IOLTA account with an approved financial institution.
Print and fax or submit an enrollment form online.

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV. IOLTA accounts held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.