About this institution
Wilmington Trust is a wealth management and institutional services firm, a subsidiary of M&T Bank, serving high-net-worth individuals, families, and institutions. Wealth management firms like this typically oversee investment portfolios, trust accounts, and related planning for clients with complex finances. When you connect Wilmington Trust to Truthifi, we read your balances, holdings, and transaction history in read-only mode and place them beside your other brokerage, bank, and retirement accounts. That helps you see your true overall allocation, spot overlapping positions across managers, and keep an independent eye on fees and performance.
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By All Accounts
