On-Line Portfolio
On-Line Portfolio

A Total Information Resource

On-Line PortfolioTM is a total information resource that can help individual investors, businesses, professional advisors, and corporations organize their finances and make informed investment decisions. Clients can access their portfolio, transaction, and security information for their trust or custody accounts using this powerful and secure Internet reporting tool - delivered directly through a secure browser.

Wilmington Trust offers the most innovative technologies for managing your financial affairs - we even train you at locations that are convenient for you and your team. You'll benefit from access to financial market information, groups of personalized accounts, and more efficient recordkeeping, document preparation, and tax reporting.

On-Line Portfolio features:

  • Industry-standard informational reports, custom reports, investment reports, activity reports, and account reports
  • A choice of standard or user-defined periods
  • Access to U.S. and international financial market information
  • Ability to check activity on NYSE, NASDAQ®, and AMEX® while creating and monitoring multiple portfolios, and analyzing information
  • Ability to print reports, access individual pages within a report, search reports, and share report selections with other users
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© 2014 Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by
M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076 Equal Housing Lender