Trust & Investment Management Platform Upgrade

A Better Online Experience Is Coming

We are upgrading our Trust & Investment Management account platform to Global Wealth Access on October 5, 2026.

New Account Statements

• You will enjoy newly formatted statements, but your current statement delivery schedule will not change. 
• You’ll continue to receive statements on your existing cycle: Monthly, Quarterly, Semi-Annually or Annually.

New Online Web Portal

• You will access your account information thought a new online system called Global Wealth Access. 
• You will receive instructions on how to login on Monday, October 5 when it goes live.
• The Global Wealth Access login page will look like this:

New Mobile App

• Later this year, you will be able to access your account information by a new mobile phone app.
• We will post the link to the app here when it is available. 

Need Assistance?

Business Hours

Trust Support: