Screenshots

Description

Access your Wilmington Trust assets in one dashboard

Introducing the Wilmington Trust Wealth Advisory Mobile App


For Wilmington Trust Client Use Only.



Featuring a centralized view of your accounts, enhanced security, easy sorting and filtering of investment details, effortless tracking of the market value of and the income generated by your investment accounts, and quick access to statements, this app provides you with a sophisticated digital account experience.



- View investment account and brokerage account balances
- Access account reporting, tax documents and statements
- View Wilmington Trust account portfolio history, asset allocation, holdings, and transaction activity



What accounts are available to view in the platform?
- Wilmington Trust investment management, custody, fiduciary, trust, and other accounts with investment holdings
- Connected brokerage accounts




Disclosures:
Investing involves risks and you may incur a profit or a loss.



Use of these features and services requires internet and/or data access through a computer or mobile device. Subject to availability and the same limitations as any service available through the internet. M&T Bank is not responsible for matters that are outside of its reasonable control that might impact availability and functionality. M&T Bank reserves the right to suspend service for any reason at any time. Your mobile carrier's text messaging and data charges may apply. View the Wilmington Trust Digital Services Agreement for additional details.



Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.



Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T Bank, or any other bank or entity, and are subject to investment risks, including the possible loss of principal amount invested.



Apple® and iPhone® are registered trademarks of Apple, Inc. registered in the U.S. and other countries. Use of these trademarks are subject to the respective owner's permission. M&T Bank and LPL Financial are not endorsed, sponsored, affiliated with or otherwise authorized by Apple Inc. Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions, and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact a Wilmington Trust representative for full details.



© 2021 M&T Bank Corporation and its subsidiaries. All rights reserved.

Ratings and Reviews

5.0 out of 5
9 Ratings

9 Ratings

App Privacy

The developer, M&T Bank, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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