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?
Windows XP Pro – Service Pack 2 & 3
Windows Vista, 7, 10
Microsoft® Internet Explorer (version 7.0) and above
Firefox® (version 2.0) and above
Safari® (version 3.0) and above.
Office 2010 – Standard
Office 2008 – MAC
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 email@example.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 firstname.lastname@example.org.