<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.

Nota packages designed with you in mind

M&T's products and services are fully customizable and designed to help your firm reach its goals. Check out our most popular packages for solo/small law firms.

You do not need to move your operating account to M&T Bank. You simply need to open an M&T IOLTA account and have M&T Online Banking for Business allowing for seamless integration. There is no charge for enrolling in or using Nota. However, there may be fees associated with the IOLTA account.

 

3 easy steps to enroll in Nota

 
  1. Open an M&T IOLA/IOLTA account
  2. Sign up for M&T Online Banking for Business
  3. Sign up for Nota – the tool that links your operating and IOLTA accounts for seamless management

Nota packages designed with you in mind

 

Explore M&T's fully customizable products and services designed to help your firm reach its goals. Here are a few of our most popular packages for solo/small law firms.

BASIC PACKAGE

$0

Nota access with:
  • M&T IOLA/IOLTA Account
  • Dedicated Nota guru
  • Dedicated M&T Relationship Manager
  • Complimentary starter check bundle
  • Full access to M&T online and mobile banking
ADDITIONAL ADD-ON SERVICES
  • Mobile check deposit: $50,000 daily limit, $100,000 monthly limit
 

SIMPLE PACKAGE

$10 or $0

Nota access with:
  • M&T IOLA/IOLTA Account
  • Dedicated Nota guru
  • Dedicated M&T Relationship Manager
  • Complimentary starter check bundle
  • Full access to M&T online and mobile banking
  • M&T Simple Checking operating account
  • No charge for first 100 monthly transactions
  • No charge for first $5,000 cash deposited or supplied monthly
  • Customizable debit card
$10 MONTHLY FEE WAIVED IF:
  • M&T IOLA/IOLTA Account
  • 5 transactions in the account
    -OR-
  • Average monthly balance of $2,500
ADDITIONAL ADD-ON SERVICES:
  • Mobile Check Deposit: $50,000 daily limit, $100,000 monthly limit
  • Outbound Domestic Wires: $25 online, $32 phone
  • Incoming Domestic Wires: $17

TAILORED PACKAGE

$20 or $0

Nota access with:
  • M&T IOLA/IOLTA Account
  • Dedicated Nota guru
  • Dedicated M&T Relationship Manager
  • Complimentary starter check bundle
  • Full access to M&T online and mobile banking
  • M&T Tailored Checking operating account
  • No charge for first 500 monthly transactions
  • No charge for first $20,000 cash deposited or supplied monthly
  • Customizable debit card
$20 MONTHLY FEE WAIVED IF:
  • Average monthly balance of $10,000
    -OR-
  • Average combined balance of $25,000 between M&T checking + savings
    -OR-
  • $2,000 in monthly credit card spend with M&T Credit Card
    -OR-
  • Linked M&T Merchant Services
ADDITIONAL ADD-ON SERVICES:
  • Mobile Check Deposit: $50,000 daily limit, $100,000 monthly limit
  • Outbound Domestic Wires: $25 online, $32 phone
  • Incoming Domestic Wires: $17

Nota is a tool for small law firms that links with your operating and IOLTA accounts to help attorneys manage client funds, reconcile transactions and track expenses. It is powered by M&T Bank, one of the nation’s most-trusted financial institutions, so when you enroll in Nota for IOLTA account management, you get the power of M&T right along with it.

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M&T Bank IOLA/IOLTA Account Features include:

  • Interest on collected balances
  • Checks paid summary
  • Analysis statement
  • Remote account opening – no need to find a branch
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M&T Online Banking for Business features:

  • Powerful tools and services at no additional M&T cost²
  • Easy access to account information
  • Simplified design and tools to manage multiple users
  • Detailed balance and transaction information

Additional Services

M&T offers more products and services for attorneys and law firms. Check out our recommended banking solutions for attorneys.

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

Free yourself from IOLTA management headaches.