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Safeguarding your online banking sessions is our top priority. For information about how you can help protect your online banking sessions, or if you need additional assistance with your e-Treasury log-in, please contact TM Service at [email protected] or 212.575.8020.


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Financial Planning

When it comes to planning your financial future, you need focus and flexibility. The ability to “reroute” when there’s a life change. Our Webster Investment financial consultants can help you do just that with a no-obligation, financial review.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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We’re here for you.

Webster Bank is committed to delivering the personalized, high-touch service our clients deserve.
We are dedicated to providing sound solutions and guidance on a range of products and services to meet your banking needs.

Where would you like to begin your journey?

Financial Planning

Are you looking to explore options for funding a college education? Or maybe it’s time to start mapping out your retirement savings strategy? We can help with both. If you like to take a more active role in your financial planning, definitely explore Guided Wealth Portfolio.

College savings planning Guided Wealth Portfolio Retirement savings planning

There’s no better time than now to map out your financial future

 

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Disclosures

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Webster Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Webster Bank, N.A., Webster, Webster Bank, the Webster Bank logo, and the W symbol are trademarks of Webster Financial Corporation and registered in the U.S. Patent and Trademark Office.

© 2024 Webster Financial Corporation. All rights reserved.

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