Wilmington Trust Online Account Experience
Wilmington Trust online account experience is a web-based platform that enables you to access your Wilmington Trust and M&T Securities assets in one dashboard.
Featuring 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 our first step towards a providing you with a state-of-the-art digital account experience.
Do I need to sign up to gain access to the online experience?
Contact your advisor or relationship manager to learn how you can gain online access to your Wilmington Trust and M&T Securities accounts.
How do I log in?
To log in from the home page, navigate to the top right of your screen and click the login box. You can also access the login page here. Enter your existing username and password to access your accounts.
Why did the system request an email and mobile phone number when I logged in for the first time?
If you are logging in for the first time, you will be asked to provide an email and a mobile phone number that will be used for multi-factor authentication in our improved security protocols. If our system decides that your login should be challenged, you will be asked to confirm a one-time-passcode sent to the email or mobile phone number you provided at setup. Otherwise, you will immediately gain access to your accounts.
Why do I need this new security feature?
As the digital landscape continues to grow and criminals steal information in cyberattacks large and small, we are committed to helping protect our clients, users, and their accounts from being compromised. Multi-factor authentication using layered security is an industry best practice that helps confirm an individual’s identity. This approach, recommended by the National Institutes of Standards and Technology and the Federal Financial Institutions Examination Council, help safeguard clients from the evolving security threat environment.
Login credentials used for Wilmington Trust and any other website should be unique, complex, and difficult to guess. Never reuse passwords across different websites. Never share passwords, login credentials, or any authentication information with others.
How do I reset my password or retrieve my user ID?
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 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 to 9 PM ET, Sat-Sun 9 AM to 5 PM ET at 1.800.790.9130.
What accounts are available in the platform?
You will be able to manage the following accounts in one, centralized location.
- Wilmington Trust investment management, custody, fiduciary, trust, and other accounts with investment holdings
- M&T Securities brokerage accounts
In addition to being able to oversee and manage your Wilmington Trust and M&T Securities holdings in one location, you can also access details on asset allocations and holdings, transaction activity, market value and the income generated by your investment accounts over time, and statements and documents. Please speak with your advisor or relationship manager to link your M&T Securities accounts with your Wealth accounts.
If you are having difficulty accessing your brokerage or banking information after logging in to your online account experience, you may need to disable any pop-up or ad blockers you have installed in your browser. Please see the help section of your browser to learn how to enable pop-ups on our pages.
How often is the value of my holdings updated?
Investment details are updated each evening.
What system requirements are required to use online account access?
Full system requirements can be found here.
What is the difference between the online account experience and WT365?
Wilmington Trust’s online account experience is a web-based platform that enables you to access your Wilmington Trust and M&T Securities accounts in one place. It features 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.
WT365 is an online account access and reporting platform for Wealth Advisory clients. It enables you to view market values, account holdings, cash balances, statements, performance reports for your Wilmington Trust accounts in one location. It also enables you to exchange encrypted messages with your relationship team.
What should I do if I have a problem?
Contact your advisor or relationship manager or call Premier Services Monday through Friday, 8 AM to 5 PM ET at 1.800.982.4620.