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customer support

Concierge Customer Support

Nota customers benefit from a single point of contact, trained in the unique needs of legal banking, to provide support and answer any questions you have.

Direct Annotations

Direct Annotations

Annotate and separate transactions directly against the bank ledger

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Bank Reconciled

Minimize financial risk with real-time, bank-verified reconciliation of your accounts

Wire Funds

Wire Funds

Send wires from Nota, with compliant electronic record-keeping at no charge.

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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.


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