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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

No fee to initiate outbound wire transfers from within a Nota client matter. All outgoing wires initiated out of Nota (up to 250K) and at an M&T Branch (up to 2M) fees are waived. 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

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Wires

No fee to initiate outbound wire transfers from within a Nota client matter. All outgoing wires initiated out of Nota (up to 250K) and at an M&T Branch (up to 2M) fees are waived. 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

 

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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. 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 - 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 Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business account and enroll in Nota. No charge for outgoing domestic wires up to $250k (in US Funds) within the Nota Application, when performed at the branch no charge for outgoing wires up to $2MM. Outbound domestic wire functionality is available for Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business accounts in Nota. The customer must be a law firm with 10 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. Account must be in good standing for at least 30 days.