M&T and LPL Financial entered into an agreement with the goal of providing you a modern investing experience. You gain access to LPL’s advanced technology and broad catalogue of products, all offered through the same trusted advisor you worked with previously.

Put simply, you still have full access to your assets; they just have a new home. Your investments and policies were transferred to new accounts held at LPL. They are still your holdings and you now have an account agreement with LPL.

Your advisor is now employed by M&T Bank and operates through LPL under the brand Wilmington Advisors @ M&T. You will continue to work with your same financial advisor, who now has access to more robust technology, products, and planning tools to help you pursue your goals.

You will not be charged any fees directly related to this transition. Going forward, fees associated with activity on your account may be different than they previously were. For a full list of fees, please review LPL’s fee schedules at lpl.com/disclosures/fee-schedules.html.

Yes, the account number(s) and routing number for your investment accounts have changed. Please contact your financial advisor to get your new account number(s) or check your statement. You can also review your account information by logging in to Account View. The routing number for LPL Financial is 021000018.

Our professionals now have access to a broader set of investments and insurance options made available through LPL Financial.

For the most part, your investments will remain invested as they were prior to the transition.  Some accounts may need to undergo share class conversions or move to different product types. Please contact your financial professional if you have any questions.

If you previously had access to your accounts online, go to myaccountviewonline.com, have your account number handy, click “Sign Up,” and follow the on-screen instructions to set new credentials. Your username will be your email address when you log in.

If this is the first time you have ever accessed your accounts online, contact your advisor to enroll in Account View. If you don’t have an advisor, call 800-392-3009. Click the activation link in the confirmation message sent to your email and follow the on-screen instructions. Your username will be your email address when you log in.

Once your new credentials are set up, simply:

• Visit myaccountviewonline.com or;
• Click “Log In” from the top banner of this site and select “Account view” from the drop-down options at the bottom of the login screen

Please note that accounts held directly with a mutual fund, annuity, or other insurance company will not show up until that company has changed the broker of record on your account to LPL. Reach out to your financial advisor if you have any questions.

Your financial advisor is now your primary point of contact for any actions, questions, or concerns regarding your account. Please contact him or her if you require assistance. If you don't have an advisor, call 800-392-3009. If you need to speak with Client Service, please call 800-724-7788, option 1; M-F, 8:30AM-5:00PM. If you would like to place a trade, please call 800-724-7788, option 2; M-F, 8:30AM-4:00PM.

Please contact your advisor directly to share your experience.