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Version
2.8
Size
353 Kb
Updated
10 months ago
Released
19 Jul 2021
Description
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
- View 15-minute delayed intraday pricing on your holdings for equities and closed end mutual funds
- Access up to seven years of tax documents and statements.
- View Wilmington Trust account portfolio history, asset allocation, realized and unrealized gains and losses, holdings, and up to 24 months of historical transaction activity.
- Connect your accounts from outside financial institutions to gain a full view of your net worth with Total Picture.
- View contact information of your advisors and relationship managers.
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 carriers 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 owners 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.
© 2025 M&T Bank Corporation and its subsidiaries. All rights reserved.
Estimates
Availability
Devices
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| China | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| UK | free |
| India | free |
| Japan | free |
| Korea, Republic Of | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Ukraine | free |