© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
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 including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
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 and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

On-Line Portfolio

On-Line Portfolio (OLP) is a web-based reporting application that provides information on current and historical market value for all assets within your portfolio, posted and pending activity for transactions, and general market information.

How do I sign up for On-Line Portfolio?
Please contact your advisor or relationship manager to establish online access.

How do I access On-Line Portfolio?
To access On-Line Portfolio, log in to your online account experience on wilmingtontrust.com. If you are currently setup for On-Line Portfolio, you will have a link in the top right of your dashboard that will send you directly to the platform. You can also click the “Reporting” tab in the top navigation bar.

What accounts can I access through On-Line Portfolio?
On-Line Portfolio provides access to accounts with investments held at Wilmington Trust.

How current is my account information in On-Line Portfolio?
The account information in On-Line Portfolio reflects previous business day information. Transactions posted to your account will be reflected in the account balance on the next business day.

What information is provided in On-Line Portfolio?

  • Holdings, market value, and investment details
  • Account activity for the previous 24 months
  • Multi-currency portfolio details

What are the system requirements to access On-Line Portfolio?
Operating System
Windows XP Pro – Service Pack 2 & 3
Windows Vista, 7, 10
Mac 10.5.8

Microsoft® Internet Explorer (version 7.0) and above
Firefox® (version 2.0) and above
Safari® (version 3.0) and above.

Office 2007-2010
Office 2010 – Standard
Office 2008 – MAC
Office 365

Adobe Rader 5.0 and above

Is On-Line Portfolio secure?
Wilmington Trust’s online account platform features multiple levels of security designed to protect your assets and your information, including your unique username and password and dual authentication protocols. For additional information regarding security and privacy, please review the Privacy and Security section of our site.

Is training available for On-Line Portfolio?
We are happy to hold one-on-one sessions via phone and webinars for small groups of two to ten people. For more information on training, contact your advisor or relationship manager.

How do I get set up for On-Line Statements (OLS)?
To request access to OLS, call Premier Services Monday through Friday, 8 AM to 5 PM ET at 1.800.982.4620, or email us at olpsupport@wilmingtontrust.com. When OLS setup is completed, you can access your next scheduled monthly statement online.

What is the difference between On-Line Portfolio and On-Line Statements?
On-Line Portfolio (OLP) is a reporting application utilizing the same database from which statements are produced. However, OLP allows users to specify their own report criteria that may not necessarily match the criteria used to produce the trust statement. Information in OLP is updated daily with history maintained from May of 2000.

On-Line Statements (OLS) provide access to an electronic copy of the same statement that is produced in paper and mailed. It is the official statement of record for the account. Information in OLS is current as of the last statement date.

What should I do if I forget my User ID or Password?
On the login screen, select “Forgot your User ID?” to begin the user ID retrieval process or select “Forgot your Password?” to begin the password reset process. Please note that only registered online users can use these features to reset a password or retrieve a user ID. If you do not have not registered for the online account experience, please speak with your advisor or relationship manager.

If you are experiencing difficulty with resetting your password or retrieving your username, call Premier Services toll free at 1.800.982.4620 Monday through Friday, from 8 AM to 5 PM ET or M&T Online Support M-F 5 PM - 9 PM ET, Sat-Sun 9 AM - 5 PM ET at 1.800.790.9130.

What should I do if I have a problem?
Call Premier Services Monday through Friday, 8 AM to 5 PM ET at 1.800.982.4620 or email us at olpsupport@wilmingtontrust.com.