Ohio’s IOLTA/IOTA program provides valuable program benefits that further CRA and other business goals of Ohio’s financial institutions. IOLTA/IOTA funds grow Ohio’s LMI and low-income communities through community economic development (CED), medical-legal partnerships, and minority/small business development projects.

Qualifying Prime Partner participants receive the following advantages by investing in the Ohio IOLTA/IOTA Program:

  • Positive CRA consideration

  • Automatic determination of interest rate comparability

  • Enhanced community recognition

Prime Partner Program Tiers

Platinum Prime Partner Gold Prime Partner Honor Roll
  Pay a minimum net yield of 75% of the Federal Funds Target Rate or .75%, whichever is higher. Pay a minimum net yield of 65% of the Federal Funds Target Rate or .65%, whichever is higher. Pay a minimum of 10 bps above highest interest rate for comparable non-IOLTA/IOTA depositors and waive fees.
Benefits
Automatic Determination of Interest Rate Comparability
Yearly CRA Certification Letter
Success Stories
Foundation Newsletter Subscription
Firm & Attorney Recognition
Visibility High Increased Honorary

Join other financial industry leaders who are committed to growing Ohio’s economy and furthering CRA objectives.

View Ohio IOLTA/IOTA Depositories

CED Projects Funded by Partnering Financial Institutions

For more information and to join, please contact [email protected].