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Portfolio Manager

Visibility into your merchant processing payments is crucial to managing your merchant payment services solution. M&T’s online payment services reporting tool, Portfolio ManagerSM1, will help you achieve that visibility.

Enhance your payment services reporting

  • This reporting tool offers a user-friendly interface to retrieve your merchant processing data, such as payment and batch history, returns, and adjustments
  • Your business can gain efficiency in the areas of reconciliation, reporting on multiple locations, and resolving research requests
  • Spreadsheet and pie chart reporting formats and electronic merchant statements make it easy for you and your employees to monitor your merchant payment services accounts at a glance

Management of your merchant accounts made easy
M&T’s Portfolio Manager online payment services reporting tool provides your business with access to your merchant services data. With dashboard reporting features, electronic statements, and self-service access to a trove of card data, our reporting tool makes it easier than ever to manage and understand your credit card sales.

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M&T Bank Merchant Services are available subject to completion of a Merchant Services application and credit approval. Merchant Services are provided subject to the terms and conditions of M&T Bank’s Merchant Services Agreement. Availability of funds is subject to M&T Bank’s Funds Availability Policy. Additional terms and conditions apply. The terms of this offer may be changed at any time without notice to you.

1Should you decide to subscribe to this service, contact our Commercial Service Team at 1-800-724-7031 Monday through Friday from 8am to 6pm ET with your account information. Our Commercial Service Team will mail you a Portfolio ManagerSM Change of Services Confirmation upon enrollment. After subscribing, you will be charged $5.00 per month per user. The charge will appear on your merchant statement beginning the 4th month. There is no obligation to continue using this service, and you can cancel enrollment at any time by contacting the Commercial Service Team at 1-800-724-7031 or fax us at 1-877-359-9853.

Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions, and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for full details.

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