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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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Business Online Banking
If you need assistance, please contact Client Services at [email protected] or 855.274.2800

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Brokerage Services

Whether you are just starting to explore building a portfolio or you want some guidance with your current investments, our brokerage services is like having a piece of Wall Street all to yourself.

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

Webster Investments logo

Employee Retirement Plans

Competition is high when looking for and keeping employees who will work hard to help make your business a success. Stay ahead of the competition with retirement plans designed to meet your needs and theirs.

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

Your financial “sweet spot”

Brokerage Services

Your risk tolerance is your comfort level when it comes to investing. Some investors are a little more conservative than others when it comes to the ups and downs of the Stock Market. We can help you find your financial “sweet spot” and then build your custom portfolio.

Boost your portfolio’s potential
  • Full-service brokerage, phone-assisted trading options, and self-service online trading
  • Dividend reinvestment
  • Reduced fees and enhanced services for brokerage account balances of $100,000+
  • Interest earned on cash reserves in your account
  • The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash
  • Customizable, automatic transfers between your bank and brokerage accounts for purchases, sales, or dividend sweeps¹

Illustration of an investment timeline

Is it time for your checkup?

Many changes can happen in a year and those changes can have an affect on your personal financial strategy. An annual checkup of your finances can help you stay on top and on track with your goals and objectives.

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More ways to contact a financial consultant

Since Webster Investments is located at Webster Bank, you can call or meet with a financial consultant to talk about how we can help you with planning for the future.

Find a branch

Or call us at 877-838-1570

 

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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