Free checking from your IOLTA Prime Partner Plus
that pays back to those who need it most.
IOLTA Trust Account Features
Manage your client’s funds from anywhere at any time!
Don’t worry about fees and low balances while worrying about your business. With a IOLTA trust account from AAFCU, you're able to customize alerts for constant updates on your client's funds. Open your IOLTA trust account today!
-
Our IOLTA trust account is an Interest on Lawyers Trust Account which adheres to Rule 1.15 of the Colorado Rules of Professional Conduct.
-
2.45% APY** on balances directly benefiting low income programs such as the Colorado Legal Services Program Grant, Pro Bono Program Grants, and Administrative and Legislative Advocacy Grant.1
-
Wide variety of account alerts to ensure you always know the exact status of your client’s funds.
-
Easy transfers to your business or personal account at AAFCU.
-
Free monthly statements.
-
No monthly service fees.1
-
No minimum deposit required.
**Annual Percentage Yield (APY) effective 02/02/2023. Accurate as of the last dividend declaration date.
1No dividends payable to account owner or authorized user. Dividends paid monthly will be swept from IOLTA trust account and remitted accordingly per IOLTA rules. Terms and Conditions Subject to Change without notice. Rates may change after account is opened. Please refer to Account Agreements and Disclosures for more information. Account and membership requirements apply. Overdraft fees may reduce earnings.
Document Checklist
Please fill out the appropriate form associated with the type of law firm or entity looking to open a COLTAF trust account. Please make sure to bring this form completed to your scheduled appointment.
| Balance | DIV** | APY* | Alert Me |
|---|---|---|---|
| Base Rate | 3.324% | 3.375% | Receive a notification when this rate changes |
| *APY=Annual Percentage Yield. Fees may reduce earnings. Rates subject to change. Accurate as of last dividend declaration date. No dividends payable to account owner or authorized user. Dividends paid monthly will be swept from IOLTA trust account and remitted accordingly per IOLTA rules. | |||
|
|
|||
Open An Account
To speak with a IOLTA Trust Account specialist, call 719.264.1207 or 800.223.1983, ext. 2900.
Prefer we call you instead?
Complete the form and a IOLTA Trust Account Specialist will call you at a time that is convenient for you.
Your form has been submitted!
We will contact you soon.