All New York rules

Money

Escrow and client funds

Broker client funds must be kept separate, safeguarded, and deposited into the required special account within the regulatory time frame. Salesperson handling must follow broker supervision and procedure.

Quick answer

How must a New York broker handle a principal's money?

A broker must keep a principal's money separate from the broker's own money, safeguard it before deposit, and deposit it into the required separate special account within three business days. Section 175.1 requires that account to be at a federally insured bank. A salesperson follows the supervising broker's procedure and does not independently choose where client funds will be held.

The controlling distinctions

What to remember when the answer choices are close.

1

Commingling is mixing a principal's money or property with the broker's own money or property.

2

Before the deposit is made, the money must be kept in a secure location that prevents loss or misappropriation.

3

The separate special account is used exclusively for principal money and must be held at a federally insured bank.

4

Escrow custody does not decide who ultimately owns disputed money. Entitlement depends on the agreement, the facts, and any applicable legal process.

A decision path

Work through the rule in this order.

  1. 1

    Identify the money

    Ask whether the broker is holding money belonging to a principal rather than earned brokerage compensation.

  2. 2

    Separate and safeguard

    Do not mix the funds with operating money, and protect them before deposit.

  3. 3

    Apply the deadline

    Use the three-business-day deposit rule stated in section 175.1.

  4. 4

    Do not decide a dispute alone

    When parties disagree about release, preserve the funds and follow the agreement, broker procedure, and appropriate legal direction.

Worked scenario

A deposit is received on Friday

A salesperson receives a buyer's deposit and considers keeping it in a desk until the transaction is fully signed the following week.

Best response

The salesperson should immediately follow the supervising broker's handling procedure. The funds must be safeguarded and the broker must comply with the three-business-day deposit rule.

Why

Personal custody and informal waiting create loss and commingling risks. The regulation assigns a specific safeguarding and special-account framework.

Exam lens

Words in the facts that should slow you down.

three business daysseparate special accountfederally insured banksecure locationbroker operating accountdisputed deposit

Common exam mistake

Assuming the broker may release a disputed deposit to whichever party appears more persuasive. Holding the funds and deciding entitlement are different issues.

Questions students ask

Short answers before you move on.

How quickly must principal money be deposited in New York?

Section 175.1 requires deposit into the separate special bank account within three business days.

Can escrow money be kept in the brokerage operating account?

No. Principal money must not be commingled with the broker's own money and must be kept in the required separate special account.

Can a salesperson choose the escrow account?

No. The salesperson follows the supervising broker's instructions and brokerage procedure. The broker is responsible for the compliant account and handling system.

Continue with the full subject lesson.

The subject hub adds definitions, scenarios, forms, misconceptions, worked examples, practice, and source context.

This guide supports exam preparation and general education. It does not decide duties in a specific transaction and is not legal advice.