© 2021 M&T Bank Corporation and its 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), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. 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, and WTIM are investment advisers 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, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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 financial product 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 the any investment, financial or estate planning strategy will be successful.
Wilmington Funds Account Information

Account Information

Account Information


These forms are for shareholders with accounts held directly with Wilmington Funds

New Account Forms
New Account App - Inst INV0068-INST/REV1016

New Account App - Retail INV0068 CLASS A/REV1016

Certification Regarding Beneficial Owners of Legal Entity Customers - MTB003233

*Must be completed when opening an account for certain legal entities.

Privacy Policy


Other Forms

Letter of Intent - MTB-AP-011-0907 INV0112/REV0312

Check Writing Card - INV0070/REV1016

Systematic Investment / Withdrawal Form - MTB-AP-086-0907 INV0069/REV0312

Transfers Form - TRANSFER/REV0312

Payroll Automatic Deduct Form - M&T Bank Only - PAYROLL AUTO/REV0312


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2020 Capital Gains

2021 SSF and 12b1 Fees

2018 Proxy Election of Trustees

2018 Ticker Symbol Changes


US Government Obligations Breakdown 2020 Download

Federal Alternative Minimum Tax (AMT) 2020 Download

Corporate Dividends Received Deduction (DRD) 2020 Download

Foreign Tax Credit 2020 Download

Qualified Dividend Income 2020 Download

State by State Income Breakdown 2020

The information provided is general in nature and is not intended to be considered legal, tax, estate planning, or accounting advice, as such advice always involves the consideration of individual circumstances. For legal, tax, estate, or accounting advice specific to your individual circumstances, we suggest that you consult your attorney, accountant or tax advisor.

Tax information contained herein is from sources deemed reliable, but no guarantee is made as to its accuracy or completeness.