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Lawyer Trust Account: What Attorneys Need to Know About Managing Client Funds

A lawyer trust account helps attorneys securely manage client funds, maintain compliance, and support accurate trust acc...

What Is an IOLTA Account? Understanding How Lawyer Trust Accounts Work

Understanding what an IOLTA account is helps attorneys properly manage client funds, maintain compliance, and support le...

Law Firm Banking Explained: What Every Attorney Needs to Know

Discover how specialized law firm banking solutions support trust account management, compliance, security, and long-ter...

Law Firm Accounting: Best Practices to Keep Your Practice Financially Sound

Learn the fundamentals of law firm accounting, including trust account management, compliance requirements, financial re...

Banking Solutions for a Financial Services Litigation Law Firm

A financial services litigation law firm requires specialized banking solutions to manage settlements, escrow funds, tru...

Banking for Lawyers: What Every Attorney Should Know About Managing Firm Finances

Banking for lawyer practices requires specialized solutions for trust accounts, escrow management, compliance, fraud pre...

The Complete Guide for Law Firm Banking

Law firm banking is unlike financial management in any other industry. Firms must safeguard client money, manage operati...

ACH Transfers vs Wire Transfers: What’s the Difference?

Accurate, secure money movement is essential for legal practices, especially when working with retainers, escrow funds, ...
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Disclaimers:

*Annual Percentage Yields (APYs) are as of 06/17/2026

The Annual Percentage Yields (APY) may change at any time without prior notice, before or after the account is opened.

No minimum required to open. Account must be funded within 30 days to remain open.

Balance Information: Except for Certificates of Deposit, interest begins to accrue on the business day you make a deposit. If you close an account before interest is credited, you will earn the accrued interest. We use the daily balance method to calculate interest on your account. The daily balance method applies a daily periodic rate to the principal in your account each day. The principal balance used to calculate interest is the balance on which interest has begun to accrue. Fees may reduce earnings.

We limit withdrawals and transfers out of your savings and money market savings accounts. You can withdraw or transfer funds from a savings or money market savings account a total of six (6) times per Service Fee Period (such as by automatic or pre-authorized transfers using telephone, online banking, mobile banking, overdraft protection, payments to third parties, wire transfers, checks, and drafts). If you repeatedly exceed these limits, we may close or convert your account to a checking account, which may be a non-interest-bearing checking account.

For more information about applicable fees and terms, refer to the Schedule of Account Features and Charges.

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