Discover real-time Clients’ Funds Trust Account (IOLTA / IOLA) reconciliation.
Bank when and where you want
With M&T Bank’s remote account opening and banking solutions.
Easily account for every penny in real-time
With virtual client sub-accounts with smart reconciliation.
Keep your Clients’ Funds Trust Account (IOLTA / IOLA) continuously reconciled
With built-in bank account integration.
Don’t fear the audit
With controls that help keep you compliant.
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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.
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1 There is no charge for the use of Nota. M&T Bank’s standard deposit account and service fees may apply.
2 The advertised pricing is for new-to-bank customers that open both an M&T IOLTA and M&T Simple Checking for Business account and enroll in Nota. All wire charges on the operating account are waived. This includes phone, online, and branch-initiated wires. Outbound domestic wire functionality is only available with a linked operating account. The customer must be a law firm with 5 or fewer partners, members, or managing members. Counsel, of counsel, associates, paralegals, support staff, and those in similar roles are not included for purposes of determining whether a law firm qualifies for the advertised pricing. M&T Bank’s standard deposit account and service fees still apply for those that are not enrolled in Nota.