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 | 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.

© M&T Bank and its affiliates.

M&T Digital Privacy Notice

Your welcome guide

Review the information below to get started or contact your advisor with any questions.

welcome

A new brand of financial guidance.

Today marks a new day—an important moment in our relationship in which you have access to an experienced financial partner, powerful planning and monitoring tools, as well as a breadth of opportunity to pursue what’s most important to you. We are excited to officially welcome you to Wilmington Advisors @ M&T.

Thank you for your confidence in us. We look forward to continuing to be by your side as you take the next step in your financial journey.

Important contact information

Questions about your account

Call, email, or text your advisor for any questions related to your account. Please refer to your June 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

How do I...

If you previously had access to your accounts online, 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 this is the first time you have ever accessed your accounts online, contact your advisor to enroll in Account View. 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.

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 M&T Securities Web Trading, please contact your advisor about enrolling in Trade Direct.

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 our Statement Guide to learn about the new layout of your statements.

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.

Please contact your advisor for any transfer requests into or out of your account. LPL Financial is working toward features that will enable you to transfer money online with Account View.

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.

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.

Frequently asked questions

Your relationship

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 at M&T Securities.

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.

Your advisor is still employed by M&T Bank but now 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.

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

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). You can also review your account information by logging in to Account View. The routing number for LPL Financial is 021000018.

If you had fixed-amount, recurring transfer instructions that automatically direct a set amount of cash from your brokerage or advisory account to a separate deposit account, those instructions have been maintained. No action is required on your part. If you had a percentage-based redemption, you will need to work with your advisor to establish a fixed-amount transfer instruction to resume transfers.

Any wires or transfer instructions initiated from an account that isn’t your brokerage or advisory account will need to be updated to reflect your account’s new account number and routing number.

As part of our agreement with LPL, M&T is no longer able to offer you the M&T PMA. On June 7, your PMA was split into a brokerage account held at LPL and a deposit account held at M&T Bank, and the automatic sweep was discontinued. For more details on how to fund your deposit account or the benefits of your new deposit account, please contact your advisor.

You will receive your first account statement from Wilmington Advisors @ M&T in July. Your final account statement from M&T Securities will come in July as well.

Offerings and services

Our professionals now have access to a broader set of investments and insurance options made available through LPL Financial.

No, your investments remain invested as they were prior to the transition.

If you previously had access to your accounts online, 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 this is the first time you have ever accessed your accounts online, contact your advisor to enroll in Account View. 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

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 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.

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.

We're here to help.

Provide your information to have one of our professionals contact you or to schedule your complimentary financial plan assessment.

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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 | 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.

© M&T Bank and its affiliates.

M&T Digital Privacy Notice
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 | 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.

© M&T Bank and its affiliates.

M&T Digital Privacy Notice