Key Takeaways

  • Missouri brokers must maintain trust accounts (also called escrow accounts) for client funds
  • Trust funds must be deposited promptly—typically within a few banking days of receipt
  • Brokers must maintain accurate records of all trust account transactions
  • Commingling broker funds with client funds is prohibited (with minor exception for account fees)
  • MREC can audit trust accounts at any time to verify compliance
Last updated: January 2026

Trust Account Requirements

Missouri brokers are responsible for properly handling client funds in designated trust accounts (also called escrow accounts).

What is a Trust Account?

A trust account is a separate bank account where brokers hold:

Type of FundsExamples
Earnest money depositsBuyer's good faith deposit
Security depositsRental property deposits
Rent paymentsProperty management funds
Other client fundsHeld for others

Account Requirements

RequirementDetails
Separate accountCannot be broker's personal/operating account
Missouri bankMust be in a Missouri financial institution
Federally insuredFDIC insured bank
Account titleClear identification as trust account
Broker controlUnder broker's direct control

Depositing Trust Funds

Timing Requirements

Trust funds must be deposited promptly:

SituationDeposit Deadline
Earnest moneyWithin timeframe specified in contract
General ruleWithin a few banking days of receipt
Property managementPer management agreement

What is "Promptly"?

AcceptableNot Acceptable
Next banking dayHolding for weeks
Within contract deadlineUntil transaction closes
Reasonable business timePersonal use of funds

Commingling Prohibition

What is Commingling?

Commingling is mixing client funds with broker's personal or business funds:

ProhibitedAllowed
Client funds in personal accountClient funds in trust account
Broker funds in trust accountMinimal amount for bank fees
Mixing different client fundsSeparate accounting per client

Broker Funds in Trust Account

A broker may keep a minimal amount in the trust account:

PurposeAmount
Bank service chargesEnough to cover fees
Avoid overdraftSmall buffer

Key Point: Brokers cannot keep earned commissions in the trust account. Once earned, commissions must be transferred out.

Record Keeping Requirements

Required Records

Brokers must maintain:

Record TypeDetails
Transaction ledgerAll deposits and withdrawals
Client ledgersIndividual client accounts
Bank statementsMonthly reconciliation
ContractsSupporting documentation
ReceiptsDeposit and disbursement records

Retention Period

Record TypeRetention
Trust account recordsMinimum 5 years
Transaction filesPer MREC requirements
Bank statements5 years

Trust Account Audits

MREC Authority

MREC can audit trust accounts at any time:

Audit TriggerReason
Routine auditRandom compliance check
ComplaintConsumer or licensee complaint
InvestigationSuspected violation
License renewalPeriodic review

Audit Requirements

During an audit, brokers must provide:

  • Bank statements
  • Transaction records
  • Client ledgers
  • Reconciliation documents
  • Supporting contracts
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Missouri Trust Account Flow
Test Your Knowledge

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Test Your Knowledge

How long must a Missouri broker retain trust account records?

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