<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1fc39a3687c042b3a3e2749da1d6fa61/pixel?tag=ViewContent&amp;noscript=1"> Nota, by M&T Bank. Banking built for lawyers to simplify IOLTA Management. – Only Nota, by M&T Bank, uses information directly from your bank account, so you can easily organize and reconcile client funds in real time.

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Account Options

We created a platform that accommodates your business needs.
Choose the account that is right for you.

Learn More

Account Overview

Common fee schedule

MOST POPULAR

Business Checking & IOLTA

Choose Plan

 

Business Checking

Choose Plan

 

IOLTA

Choose Plan
Account pricing1 $0 monthly maintenance fee $0 monthly maintenance fee $0 monthly maintenance fee
NO cost Nota platform and features icon_check icon_check icon_check
NO minimum balance requirements icon_check icon_check icon_check
NO monthly maintenance fees icon_check icon_check icon_check
NO transaction requirements icon_check icon_check icon_check

Higher mobile check deposit limits: $50,000 daily; $100,000 monthly

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NO charges on incoming / outgoing wires icon_check icon_check  
NO charges on incoming / outgoing ACH icon_check icon_check  
NO charge for official checks icon_check icon_check  
NO charge for first check order icon_check icon_check  

Business Checking & IOLTA

Choose Plan

Business Checking

Choose Plan

IOLTA

Choose Plan
Account pricing1 $0 monthly maintenance fee
NO cost Nota platform and features icon_check
NO minimum balance requirements icon_check
NO monthly maintenance fees icon_check
NO transaction requirements icon_check

Higher mobile check deposit limits: $50,000 daily; $100,000 monthly

 icon_check
NO charges on incoming / outgoing wires icon_check
NO charges on incoming / outgoing ACH icon_check
NO charge for official checks icon_check
NO charge for first check order icon_check

Common Fee Schedule: You must be enrolled in Nota for this fee schedule to apply. Even when no monthly maintenance charge applies, other transaction and service fees may apply, including insufficient funds (NSF) and overdraft fees. Click here for a list of common fees.

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Nota Features

These features are included at no cost with all three account options.

nota-checkmark Cloud-based platform

nota-checkmark Check printing

nota-checkmark Custom transaction notes

nota-checkmark 7-year digital paper trail

nota-checkmark Real-time bank account integration

nota-checkmark Custom categories to track business checking transactions

nota-checkmark IOLTA one-click reconciliation reports and virtual client sub-accounts

nota-checkmark Custom alerts for IOLTA untagged transactions and outstanding checks

nota-checkmark Integrations with practice management, legal payment and accounting platforms

Have questions?

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

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

References to “IOLTA” 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. IOLTA accounts 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.


© 2021 M&T Bank. All Rights Reserved.

1 There is no charge for the use of Nota. The advertised pricing is for new-to-bank customers that open an M&T Simple Checking for Business account or open an M&T IOLTA or 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 M&T Simple Checking for Business and M&T IOLTA customers that are not enrolled in Nota.

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 full details.