Nota has you covered with cloud-based IOLTA management and

special pricing on your M&T Simple Checking for Business account.

Nota's IOLTA management features

Enjoy the following features to help manage funds and improve firm efficiency

One-click reconciliation reports
Real-time bank account integration
7-year digital paper trail
Virtual client sub accounts with smart reconciliation
Custom transaction notes
Custom alerts for untagged transactions, outstanding checks and more
Check printing
Integrations with Quickbooks^® and LawPay^®
Customer Success Specialist

Nota's Bundle Pricing

(M&T IOLTA + M&T Simple Checking for Business)

Qualifying customers receive best-in-class pricing on top bank features once enrolled in Nota¹

NO monthly maintenance fees
NO transaction requirements
NO minimum balance requirements
Waived charges on incoming and outgoing wires²
Higher MOBILE check deposit limits:
$50,000 daily; $100,000 monthly

Standard features include:
M&T online and mobile banking
Check images
Complimentary starter check bundle and official checks
M&T Relationship Banker
Customizable debit card

If you open up an M&T Simple Checking for Business account and do not enroll in Nota,

you receive the following standard pricing and features:

Top Features

No monthly maintenance fee³ if at least one of the requirements below is met:
- Complete five (5) transaction items⁴within your monthly statement period
- Maintain an Average Ledger Balance of $2,500 or more
No charge for first 100 transaction items⁴per month and first $5,000 currency deposited or supplied per month⁵
Account management using M&T Online Banking for Business, Mobile for Business and ATMs
Comes with an M&T Business Debit Card with chip technology

Fees

Monthly Maintenance Fee	$10.00
Additional Transaction Items Fee	$1.00 per transaction, in excess of first 100 checks paid, checks deposited, deposit tickets (whether physical or created virtually in connection with an ATM, mobile, remote check deposit or other electronic deposit), ACH credits and ACH debits
Paper Statement Fee	$2.00 (waived if account is enrolled in electronic delivery and does not receive paper statements)

No cost

trust account
management

Concierge service

Open now

3 easy steps to enroll in Nota

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Open your M&T IOLTA and Simple Checking for Business accounts

Sign up for M&T Online
Banking for Business

Sign up for Nota - the tool that links your operating and IOLTA accounts for seamless management

Additional Services

M&T Bank offers more products and services for attorneys and law firms. Learn more

You went to law school to be a lawyer, not an accountant

Free yourself from IOLTA management headaches.

Schedule Demo

Call a Nota Guru
716-271-2680

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 offered by M&T Bank. It is available to attorneys whose offices are located in and who are practicing law in NY, NJ, MD, PA, DE, CT, VA, DC, FL, and WV and to whom the rules and regulations for IOLTA accounts are applicable. The advertised product and its features and availability are subject to change at any time and without notice. Use of the product is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.

© 2021 M&T Bank. All Rights Reserved.

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Disclosures:

1 There is no charge for the use of Nota. 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. 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.

2 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.

3 There is no monthly maintenance fee if requirements are met, but other transaction and service fees, including insufficient funds (NSF) and overdraft fees, may apply.

4 Transaction items are: deposit tickets (teller or virtual), checks paid, checks deposited, ACH credits received (not generated by the customer), and ACH debits received (not generated by the customer). ATM cash deposits are not considered a transaction item.

5 Fees for additional currency deposited or supplied are $0.25/$100.

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.