Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use
Your welcome guide
New to Wilmington Advisors @ M&T? Let’s start you off right with our Welcome Guide. You can also contact your advisor with any questions or, if you don’t have an advisor, call 800-392-3009.
Enroll in Account View to Access Your Accounts Online
If you previously had access to your accounts online, have your account number handy, go to myaccountviewonline.com, click "Sign Up," and follow the on-screen instructions to set new credentials. Your username will be your email address when you log in. If you didn't previously have access, please contact your advisor for assistance getting set up today.
Access my accounts online
Important: You will need your account number to set up online account access. If you previously had access to your accounts online, go to myaccountviewonline.com, have your account number handy, click "Sign Up," and follow the on-screen instructions to set new credentials. Your username will be your email address when you log in.
If this is the first time you have ever accessed your accounts online, contact your advisor to enroll in Account View. If you don’t have an advisor, call 800-392-3009. Click the activation link in the confirmation message sent to your email and follow the on-screen instructions. Your username will be your email address when you log in.
Once your new credentials are set up, simply:
- Visit myaccountviewonline.com or;
- Click “Log In” from the top banner of this site and select “Account view” from the drop-down options at the bottom of the login screen
- Learn more about Account View
Please note that accounts held directly with a mutual fund, annuity, or other insurance company will not show up until that company has changed the broker of record on your account to LPL. Reach out to your financial professional if you have any questions.
Place a trade
To place a trade, please contact your advisor or call 800-724-7788, option 2; M-F, 8:30AM-4:00PM.
If you previously had access to Wealthscape Investor to place trades, please contact your advisor about enrolling in Trade Direct. If you don’t have an advisor, call 800-392-3009.
Update e-delivery preferences
Log in to your new online account experience, Account View, and review your main account dashboard. Click the area at the top of your screen that says, “You Are X% paperless,” to update your e-delivery preferences.
Read my new statement
Read our Statement Guide to learn about the new layout of your statements. You can expect to receive your first statement electronically or in the mail mid-September.
Access my accounts on my phone or tablet
You can access your accounts online with your mobile devices through the LPL Account View app. Download it from the Apple App Store or Google Play Store.
Transfer money into my account
Please contact your advisor for any transfer requests into or out of your account. If you don’t have an advisor, call 800-392-3009. LPL Financial is working toward features that will enable you to transfer money online with Account View.
Access my account documents online
Log in to your new online account experience, Account View, and review your main account dashboard. Navigate to the folder icon on the left-hand task bar titled “Documents” to gain access to your documents.
Important information about tax documents: In January 2023, you may receive two 1099s for the 2022 tax year, one from NFS/People's Securities Inc. (PSI) and one from LPL. If you do not receive your 1099 from NFS by February 1, 2023, you can contact NFS directly or reach out to your financial professional who can assist you.
Download a record of my positions
Log in to your new online account experience, Account View, and review your main account dashboard. Click the stacked papers icon on the left-hand task bar titled “Positions” and then select your preferred option under “Export To” on the right-hand side of the screen to download your positions data.
Questions about your account
Call or email your advisor for any questions related to your account. If you don’t have an advisor, call 800-392-3009. Please refer to the cover of your account statement from Wilmington Advisors @ M&T for your advisor's contact information.
Client Service
Call: 800-724-7788, option 1
Monday - Friday, 8:30AM - 5:00PM ET
Place a trade
Call: 800-724-7788, option 2
Monday - Friday, 8:30AM - 4:00PM ET
Frequently asked questions
Your relationship
How are M&T and LPL Financial working together?
M&T and LPL Financial entered into an agreement with the goal of providing you a modern investing experience. You gain access to LPL’s advanced technology and broad catalogue of products, all offered through the same trusted advisor you worked with previously.
What just happened to my investments and insurance policies?
Put simply, you still have full access to your assets; they just have a new home. Your investments and policies were transferred to new accounts held at LPL. They are still your holdings and you now have an account agreement with LPL.
Has my relationship with my financial advisor changed?
Your advisor is now employed by M&T Bank and operates through LPL under the brand Wilmington Advisors @ M&T. You will continue to work with your same financial advisor, who now has access to more robust technology, products, and planning tools to help you pursue your goals.
What fees will I be charged?
You will not be charged any fees directly related to this transition. Going forward, fees associated with activity on your account may be different than they previously were. For a full list of fees, please review LPL’s fee schedules at lpl.com/disclosures/fee-schedules.html.
Your accounts
Did my account number or routing number change?
Yes, the account number(s) and routing number for your investment accounts have changed. Please contact your financial advisor to get your new account number(s) or check your statement. You can also review your account information by logging in to Account View. The routing number for LPL Financial is 021000018.
Offerings and services
Have your offerings changed?
Our professionals now have access to a broader set of investments and insurance options made available through LPL Financial.
Have any of my investments changed as a result of this transition?
For the most part, your investments will remain invested as they were prior to the transition. Some accounts may need to undergo share class conversions or move to different product types. Please contact your financial professional if you have any questions.
Has the way I log in changed?
If you previously had access to your accounts online, go to myaccountviewonline.com, have your account number handy, click “Sign Up,” and follow the on-screen instructions to set new credentials. Your username will be your email address when you log in.
If this is the first time you have ever accessed your accounts online, contact your advisor to enroll in Account View. If you don’t have an advisor, call 800-392-3009. Click the activation link in the confirmation message sent to your email and follow the on-screen instructions. Your username will be your email address when you log in.
Once your new credentials are set up, simply:
- Visit myaccountviewonline.com or;
- Click “Log In” from the top banner of this site and select “Account view” from the drop-down options at the bottom of the login screen
Please note that accounts held directly with a mutual fund, annuity, or other insurance company will not show up until that company has changed the broker of record on your account to LPL. Reach out to your financial advisor if you have any questions.
Contact
Whom do I contact if I need help?
Your financial advisor is now your primary point of contact for any actions, questions, or concerns regarding your account. Please contact him or her if you require assistance. If you don't have an advisor, call 800-392-3009. If you need to speak with Client Service, please call 800-724-7788, option 1; M-F, 8:30AM-5:00PM. If you would like to place a trade, please call 800-724-7788, option 2; M-F, 8:30AM-4:00PM.
How can I provide feedback about these changes?
Please contact your advisor directly to share your experience.
Partner with an Advisor
Everyone deserves the opportunity to grow and preserve their wealth. Partner with a dedicated advisor who can help you get the most out of your life and livelihood today and tomorrow.
Retirement Planning
You’ve worked hard to get where you are. We’re ready to assist you with creating a long-term plan geared toward helping you retire your way.
Education Planning
Like any financial goal, planning in advance for the cost of higher education is key. Our advisors can help you navigate your options and find the right fit based on your goals.
Check our background.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T 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 Wilmington Advisors @ M&T 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
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.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use