Our team is well-versed in the specific requirements of IOLTA accounts, ensuring you stay compliant with state bar regulations. Our IOLTA accounts work harmoniously with our digital banking solutions, making fund management effortless.
Our team is here to guide you through the process and answer any questions you may have.
| Minimum to open | $0 |
| Monthly service charge | $0 |
| Balance needed to waive monthly service charge | N/A |
| Monthly features | Earns interest—calculated daily, paid monthly FREE online & mobile banking with bill pay and mobile deposit FREE overdraft transfers FREE notary services FREE incoming wires |
First Vice President, Banking Relationship Manager
Send
E-mail
805 730 7864
NMLSR: #1484454
Location: Santa Barbara
Vice President, Senior Client Services Officer
Send
E-mail
805 540 6243
NMLSR: #1097395
Location: San Luis Obispo
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Fight back against business check and ACH fraud. Our comprehensive transaction management system encompasses check positive pay and ACH positive pay—in a single platform.
