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TRUSTNOTA

Mission & Vision

Our Mission

Built for attorneys, Nota allows solo and small law firms to take control of their accounts with annotation, real-time reconciliation, and financial services with concierge support.

Our Vision

To personalize banking for the legal industry, providing a complete suite of finance and management resources for the unique needs of solo and small firms.

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Why Nota?

We created business banking solutions designed specifically for solo and small law firms that help address inefficient workflows, provide sophisticated money movement functionality and quality customer service. Bank when and where you want so you can focus on the important stuff - your clients and the communities you serve.

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How did Nota begin?

After many conversations with attorneys, we wanted to improve and overcome the many challenges that come with running a solo or small firm. We first tackled one of the biggest pain points attorneys face - Clients' Funds Trust Account (IOLTA / IOLA) management. We've mastered all the intricate in's and out's of an arduous trust account reconciliation process and streamlined it so it can be done at the touch of a button.

 

About
Legal
Contact

1-800-724-1313

info@trustnota.com

One M&T Plaza Buffalo, NY 14203

Banking services powered by M&T Bank, Member FDIC.

References to “Clients’ Funds Trust Account (IOLTA / IOLA)” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank. Use of Nota does not ensure compliance with state rules and regulations applicable to Clients’ Funds Trust Accounts (IOLTA / IOLA) . The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by Nota. Attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV are eligible for banking products/services through M&T Bank. The use of such M&T banking services is subject to certain terms, conditions, and agreements required by M&T.


© 2024 M&T Bank. All Rights Reserved.

1 Nota Monthly maintenance fees apply to new customers as of 07/29/2024. Nota Monthly Maintenance fee is not applicable to existing customers signed up for Nota prior to 07/29/2024.

2 $16.50 for outgoing domestic wires up to $1MM (in US Funds) within the Nota Application and when performed at the branch for outgoing wires up to $2MM. Outbound domestic wire functionality is available for Clients’ Funds Trust Account (IOLTA / IOLA) and an M&T Simple Checking for Business or M&T Tailored Business Checking account in Nota. M&T Bank’s standard deposit account and service fees still apply for those that are not enrolled in Nota. 

All M&T checking accounts are subject to M&T standard account agreements.

Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for details.