Introducing the Wilmington Trust Wealth Advisory Mobile App
For Wilmington Trust Client Use Only.
Featuring a centralized view of your accounts, enhanced security, easy sorting and filtering of investment details, effortless tracking of the market value of and the income generated by your investment accounts, and quick access to statements, this app provides you with a sophisticated digital account experience.
- View investment account and brokerage account balances
- View 15-minute delayed intraday pricing on your holdings for equities and closed-end mutual funds
- Access up to seven years of tax documents and statements
- View Wilmington Trust account portfolio history, asset allocation, realized and unrealized gains and losses, holdings, and up to 24 months of historical transaction activity
- Connect your accounts from outside financial institutions to gain a full view of your net worth with Total Picture
- View contact information of your advisors and relationship managers
What accounts are available to view in the platform?
- Wilmington Trust investment management, custody, fiduciary, trust, and other accounts with investment holdings
- Connected brokerage accounts
Disclosures:
Investing involves risks and you may incur a profit or a loss.
Use of these features and services requires internet and/or data access through a computer or mobile device. Subject to availability and the same limitations as any service available through the internet. M&T Bank is not responsible for matters that are outside of its reasonable control that might impact availability and functionality. M&T Bank reserves the right to suspend service for any reason at any time. Your mobile carrier's text messaging and data charges may apply. View the Wilmington Trust Digital Services Agreement for additional details.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.
INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC OR ANY OTHER GOVERNMENTAL AGENCY, ARE NOT DEPOSITS OF OR OTHER OBLIGATIONS OF OR GUARANTEED BY WILMINGTON TRUST, M&T BANK, OR ANY OTHER BANK OR ENTITY, AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED.
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 a Wilmington Trust representative for full details.
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