An official website of the State of Oregon
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All requirements for clients' trust account and security deposit accounts can be found in
OAR 863-025-0025 through 863-025-0028. All records must be kept for 6 years.
Each clients' trust account and security deposit account must be reconciled monthly. The property manager or principal broker must review and approve each reconciliation.
The following items are required to complete a reconciliation form (PDF):
The Oregon Real Estate Agency conducts reviews of clients' trust accounts and security deposit accounts. If you receive a review notice, you must respond in a timely manner with all documents requested.
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