Log in to your My State Bar Profile to complete your California Rule of Court 9.8.5 and State Bar Rule 2.5 reporting requirements. These rules require licensees to register all client trust accounts (CTAs), including IOLTA and individual interest-bearing accounts, that were open at any point during the reporting period, complete a self-assessment, and certify compliance with the rules of safekeeping. A licensee who was not responsible during the reporting period for client funds and funds entrusted by others under the provisions of
rule 1.15 of the Rules of Professional Conduct
must report compliance by confirming that they had no active accounts during the reporting period. For more information on these requirements, please see this
webpage.
For more information on handling CTAs, download the
2023 Handbook on Client Trust Accounting for California Attorneys.
