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Simple Pricing, Powerful Features.

Business Checking & Clients’ Funds Trust Account (IOLTA / IOLA)

Effective 9/6/2022

Get Started

$0 Monthly Maintainance Fee

  • No Minimum balance requirement
  • No transaction requirements
  • No charge for official checks
  • No charge for stop payments
  • No charge for first check order
  • Higher mobile check deposit limits1
    Starting at $50,000 daily; $100,000 monthly
  • No charges for outgoing domestic wires2

Common Fee Schedule: You must be enrolled in Nota for the schedule to apply. Even when no monthly Maintenance charge applies, other transaction and service fees may apply, including overdraft fees. Click here for M&T Bank Standard Fees.

1. Additional limits are available on an exception basis with prior bank history.

2. Applies to domestic wires (in US Funds, up to $250,000) initiated in an M&T Branch: otherwise, standard M&T wire fees apply.

For all other bank related services refer to M&T Bank Standard services and pricing:

Treasury Management
Merchant Services
Personal Accounts

Seamless Integration

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Get started in 3 easy steps

step1

Sign up for Nota

The platform that links your business
checking and Clients’ Funds Trust Accounts (IOLTA / IOLA)

step2

Open your bank account

Open your business checking and/or
Clients’ Funds Trust Account (IOLTA / IOLA) online

step3

Connect Nota

Connect Nota to your M&T
Online Banking account

Schedule An Appointment
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Have questions?

Call 1-800-724-1313 or email sales@trustnota.com
Our sales team is available Monday through Friday from 8am to 5pm EST.

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, NH, MA, ME, VT, 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 - There is no charge for the use of Nota. M&T Bank’s standard deposit account and service fees may apply. Pricing subject to change.

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 (in US Funds) performed at the branch. 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. Account must be in good standing for at least 30 days.