Linking a trust account

It is our strong recommendation that if you manage IOLTA trust accounts, you use the paid version of MONESQ, which offers a more robust set of features to help you manage your IOLTA trust account in compliance with regulations.

The free version of MONESQ, while not offering our full trust accounting features, does allow you to link a trust account, create invoices to trust, and receive payments to trust electronically.  Linking your trust account will require another merchant application.

Setting up a trust account 

From the settings menu

To integrate a trust account from settings:

1. Select “Settings” from the left menu:

2. Select the Accounts tab:

3. Click the arrow next to the 'Link trust account' tile and enter your trust bank account information. When ready, click 'Link your trust account':

You may now receive payments to your trust account.