Investment Products & Services

Feel confident about your financial life. Get easy access to guidance and a range of M&T Securities investment options, whether you're an experienced investor or just starting out. 

Plan ahead for every stage of your life.

At M&T Securities, Inc., we're equipped with investment strategies to help you build wealth. We'll show you how tax-smart investments may help you keep more of what you earned.  

We do all of this by being approachable and making you feel comfortable and fully informed throughout the whole process. We recommend strategies targeted to your goals. 

In This Section

  • Managed Accounts >  Count on our advisors to provide a balanced approach to investing, with practical guidance and a range of investment products designed to meet your needs.
  • Mutual Funds >  Discover the benefits of a diversified approach to investing. Talk to our experienced team of investment professionals to learn more about our selection of mutual funds.
  • Annuities >  Learn how annuities work, the difference between fixed and variable annuities, and what to consider before purchasing.
  • Brokerage Services >  Choose from a wide range of brokerage account services designed to meet your unique trading needs.
  • Web Trading >  Enroll in M&T Securities Web Trading and access our suite of tools and information for managing your investments.
  • Portfolio Management Account (PMA) >  Our cash management solution combines the activities of a checking account, the earning potential of a brokerage account, and access to a range of investment options.
  • IRAs >  Whether or not your employer offers retirement benefits, you can start your own retirement account and enjoy tax-advantaged savings by opening an M&T IRA.

 

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Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Lose Value​​​​​
Brokerage services are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
M&T Securities, Inc. does not provide tax advice in conjunction with the discussion of investment or insurance products. Please consult a tax advisor regarding specific tax effects.
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.
Legal Disclosures​​