Personal Investment Services | Personal Financing - Webster Bank Online

Investment + Services

At Webster, we understand that your investments mean much more than money. Webster Investments can help provide the resources you need to save, grow, and protect your assets—to secure the future for you and your family.

Manage Your Investments

  • Brokerage Services
  • Put the power of our Brokerage Services behind every trade and help to maximize your portfolio’s potential.

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  • Online Investing
  • With 24/7 availability, Account View gives you easy access to view accounts.

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  • Investment Consulting
  • Because no two investors are alike, Financial Consultants at Webster Investments can help you develop an individualized plan that may fit your specific objectives.

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Plan For Retirement

  • IRA Basics
  • At Webster, we’ll help you understand the best ways to save for—and realize—the retirement you envisioned.

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  • Rollover Options
  • When you’re leaving a job for a new opportunity, Webster Investment Services can provide options for your former 401(k), as well as help you consolidate your current IRA Rollovers.

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Save For College

  • College Planning
  • Investment options at Webster Investment Services can help you plan for your child’s future education costs right now.

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General Investment Products

  • Mutual Funds
  • With Mutual Funds designed to address most investment objectives, this option can offer you a simple way to expand and diversify your portfolio.

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  • Annuities
  • Tax-deferred Annuities can help provide lifelong retirement income to realize the future you deserve.

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  • Fixed Income Securities
  • Enjoy the ability to preserve your assets while growing your income with Fixed Income Securities.

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  • Treasury Products
  • Help to maximize your investment income potential and expand your range of assets with Webster’s full line of products.

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Insurance Products

  • Life + Disability Insurance
  • Get financial protection your family can rely on with these insurance options.

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  • Long Term Care Planning
  • If you ever need ongoing healthcare, Long Term Care Planning can help lessen the financial burden and protect your assets.

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Variable annuities are long term, tax-deferred investment vehicles designed for retirement purposes and contain both an investment and insurance component. They are sold only by prospectus. Guarantees are based on the claims paying ability of the issuer. Withdrawals made prior to age 59 are subject to 10% IRS penalty tax and surrender charges may apply. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. The investment returns and principal value of the available sub-account portfolios will fluctuate so that the value of an investor's unit, when redeemed, may be worth more or less than their original value.

 

Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 may be subject to tax penalties and surrender charges may apply. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Fixed income securities are subject to market and interest rate risk if sold prior to maturity. Investing in mutual funds involves risk, including possible loss of principal.

 

Securities and Insurance Products:

 Not Insured by FDIC  Not Bank Guaranteed  May Lose Value 
 Not Insured by any Federal Government Agency  Not a Bank Deposit 


Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, MA & RI.

 

The Webster Symbol and Webster Investments are registered trademarks of Webster Bank, N.A. registered in the U.S. Patent and Trademark Office.

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