---
title: "Wilmington Trust — App Overview"
url: https://marlvel.ai/intel-report/finance/wilmington-trust
category: Finance
developer: M&T Bank
platforms: ios, android
rating: 5.0 (11 ratings)
pricing: free
report_level: overview
generated: 2026-04-28
last_verified: "2026-04-28T07:13:36.975Z"
---

<!-- SECTION: Key Insight -->
> **Key Insight:** This app serves as a dedicated digital portal for Wilmington Trust clients to manage their wealth, track performance, and access historical financial documentation.

<!-- SECTION: Quick Facts -->
| Metric | Value |
|--------|-------|
| Category | Finance |
| Rating | 5.0 ★ (11) |
| Pricing | free |
| Platforms | iOS, Android |
| Latest Version (iOS) | 2.8 |
| Latest Version (Android) | 3.3 |
| Developer | M&T Bank |

<!-- SECTION: Summary -->
## What is Wilmington Trust?

The Wilmington Trust Wealth Advisory app provides clients with a centralized digital interface to monitor investment and brokerage accounts. It offers sophisticated portfolio tracking, including asset allocation, performance history, and tax document access, alongside the Total Picture feature for aggregating external financial accounts.

<!-- SECTION: Key Features -->
## Key Features

- **Portfolio Monitoring**: Provides a centralized view of investment and brokerage balances, including intraday pricing for equities and closed-end mutual funds.
- **Total Picture**: Allows users to connect external financial institutions to gain a comprehensive view of their total net worth.
- **Document Management**: Grants quick access to up to seven years of tax documents and account statements.
- **Performance Analytics**: Enables tracking of asset allocation, realized and unrealized gains and losses, and up to 24 months of historical transaction activity.

<!-- SECTION: Target Audience -->
## Who is it for?

Existing Wilmington Trust wealth management clients seeking mobile access to their investment portfolios and advisor contact information.

<!-- SECTION: Links -->
## Links

- [App Store](https://apps.apple.com/us/app/wilmington-trust/id1571413238?uo=4)
- [Google Play](https://play.google.com/store/apps/details?id=com.wilmingtontrust.secure&hl=en&gl=us)
- [Full Intelligence Report](https://marlvel.ai/intel-report/finance/wilmington-trust)

---
*This is an overview report. Sentiment analysis, competitive landscape, and SWOT analysis are available in the [full intelligence report](https://marlvel.ai/intel-report/finance/wilmington-trust).*
*Generated by [Marlvel.ai](https://marlvel.ai) — Independent app intelligence.*