Wisconsin attorneys' banking relationships matter.

WisTAF

 

The simplest way to support IOLTA’s mission is to maintain your IOLTA account at a Prime Partner financial institution, which pays interest rates that are at least 0.50% higher than required under the Wisconsin Supreme Court’s IOLTA interest rate comparability requirement. The additional interest results in more funding for civil legal aid in communities throughout Wisconsin.

 

 

IOLTA participating financial institutions

The Wisconsin Trust Account Foundation, Inc. (WisTAF) works closely with financial institutions to verify their status as “IOLTA participating financial institutions” in the Interest on Lawyers’ Trust Accounts (IOLTA) Program and assist in aligning with the rule governing IOLTA accounts.

Per Wisconsin Supreme Court Rule 20:1.15, an IOLTA account must be held at a financial institution that pays interest rates on IOLTA accounts that are at least as high as the rates they pay to non-IOLTA customers holding accounts meeting the same minimum balance and other requirements.   

Below is the alphabetical list of financial institutions that are currently eligible to hold IOLTA accounts in Wisconsin. Any financial institution or attorney with questions is encouraged to contact WisTAF at (608) 257-6845 or toll free at (877) 749-5045.

UPCOMING MEETINGS & EVENTS
February 24, 2015
Executive Committee Teleconference
March 10, 2015
WisTAF Board of Directors Meeting
May 19, 2015
Executive Committee Teleconference
June 9, 2015
WisTAF Board of Directors Meeting
September 3, 2015
Finance Committee Teleconference
October 13, 2015
WisTAF Board of Directors Meeting
WHAT'S NEW
Petition for E-Banking rules filed: Facilitating electronic banking in lawyer trust accounts and fiduciary accounts
Credit Union Share Insurance now covers IOLTAs
WisTAF announces $1.4 million in grant awards for agencies providing civil legal services for Wisconsin’s poor and underserved in 2015
Scam emails target IOLTA accounts
Access to Justice is a Nonpartisan Issue ... Unless You Live in Wisconsin

More...

PRIME PARTNER SPOTLIGHT

A Prime Partner member of the Wisconsin IOLTA program since 2012, Home Savings Bank strives to be the most admired community bank in the State of Wisconsin. Home Savings Bank goes above and beyond IOLTA participation requirements by paying additional interest on its clients’ IOLTA accounts - helping to expand access to civil legal services in Wisconsin.


Contact us
WisTAF
825 Williamson Street, Suite A, Madison, WI 53703
Phone: 608.257.6845 or 877.749.5045 (toll-free)
Fax: 608.257.2684
Email: service@wistaf.org

Board & Staff
WisTAF
Board of Directors
WisTAF
De Ette Tomlinson, Executive Director
WisTAF
Rebecca Murray, Program Manager
WisTAF
Tehmina Islam, Program Assistant

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