Stay connected on the go

See your accounts and track progress toward your goals.


Stay connected to your portfolio and goals with Account View.

Access your investments anywhere, anytime

Enjoy secure, 24-hour online access via your computer, tablet, or phone.

See everything in one view

Monitor all your investments and engage with market news and research in a centralized view.

Track performance your way

Review performance over time with flexible dates or download your data to manage your own performance data.

Get advice when you need it

Easily reach your financial professional with just a few clicks.

Trade when you’re ready

Research and trade equities, ETFs, options, and mutual funds with just a few clicks.

Your documents in one place

Easy access to all your documents, such as tax documents, statements, and trade confirmations.

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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.

Investment Solutions Group

Learn the ways a professional from the Investment Solutions Group can help you create a plan for you and your business.

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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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