Welcome to M&T Financial Services

The Investment Solutions Group is ready to work with you and your business.

Get ready for a new brand of financial guidance: service and experience you can count on.

The Investment Solutions Group (ISG) is excited to welcome you to M&T Financial Services. This is much more than a fresh coat of paint. This launch is a fundamental shift in the way we join forces with you to help you pursue your goals.

Together, we’ll help you develop and execute a plan for your future.

Our professionals offer a full array of investment products and services that allow you to manage capital and maintain control and visibility of your finances.

  • Fixed income portfolios and strategies
  • Cash management investments
  • Brokerage account services

Planning that keeps up with you and your business.

Things change, but your dedicated professional and team of specialists are always ready to help you plan for your next challenge. Our professionals offer flexibility for you to use your account the way you want, including:

  • The ability to pledge your account as collateral for a loan from your financial institution
  • The freedom to transact on a Cash on Delivery (COD) or Delivery versus Payment (DVP) basis
  • The ability to purchase securities on margin

Digital tools that empower your relationship.

The M&T Financial Services experience is powered by advanced technology and digital tools that enable you and your financial professional to spend more time focusing on what’s important to you.

Learn more > 

Welcome guide

Have questions about these changes? Visit our welcome guide page for new contact information, frequently asked questions, and links to access your accounts online.

We're here to help.

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Check our background.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. M&T Financial Services is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the M&T Financial Services name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To read LPL Financial disclosures and agreements, please visit their site.

The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation. .

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