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Choose the account that is right for you

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Whether you are looking for simplified Clients’ Funds Trust Account (IOLTA / IOLA) management, business checking management or both, we have you covered. Our Nota customer success specialists are here to assist with virtual account opening and will get you up and running on the platform.

green_check_icon (1) M&T Business Checking
green_check_icon (1) Clients’ Funds Trust Account (IOLTA / IOLA)
green_check_icon (1) Check out pricing here

 

Added value at no extra cost

Business checking management

 

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Category tagging

Set up custom categories to track income
and expenses

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Category reporting

See the breakdown of income and expenses by category

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Check register

Log outstanding checks in a digital check register

wire page

Wires

$16.50 fee to initiate outbound wire transfers from within a Nota client matter. All outgoing wires initiated out of Nota (up to 1M) and at an M&T Branch (up to 2M). Refer to disclosures for more information.

Trust account management

 

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Digital client sub-accounts

Create and track client matters

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Custom transaction notes

Notate transactions so you can see what they are for

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Check printing

Print professional business checks

wire transfers

Wires

$16.50 fee to initiate outbound wire transfers from within a Nota client matter. All outgoing wires initiated out of Nota (up to 1M) and at an M&T Branch (up to 2M). Refer to disclosures for more information.

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Custom alerts

Get notified for untagged transactions and cleared checks

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3-way reconciliation report

See the balancing of your adjusted trust, Nota client ledger and book balances

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7-year digital paper trail

Enjoy peace of mind

Optimize your workflows and efficiency

Nota works in collaboration with major practice management, legal payment and accounting platforms to minimize time spent working from two systems

Learn More

 

Clio® - Map client matters from Clio to Nota with the click of a button

Clio Client Matters - Clio Matters All – 3@2x

 

Rely on law firm banking experts

 

Nota’s customer success specialists are real people ready to help with all your banking needs. Supporting only attorneys, they are experienced in the tools, requirements and workflows of law firms.

green_check_icon (1)  Dedicated point of contact for banking and Nota platform questions

green_check_icon (1)  Human-powered chat support

green_check_icon (1)  Customized implementation and training

 

Learn More
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Have questions?

Call 1-800-724-1313 or email info@trustnota.com

 

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 and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, FL, or WV. Clients’ Funds Trust Accounts (IOLTA / IOLA) held by lawyers in these states must be subject to applicable state rules and regulations. 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 M&T Bank.


© 2023 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.