Wealth Management FAQs
When you’re looking for a financial advisor, choose someone proven you can trust.
Midland States Bank has provided exceptional wealth management services for over 90 years, helping clients to invest, preserve and protect their assets. Our team averages more than 20 years of wealth management experience.
If you have questions, our financial advisors want to ease your concerns.
Reach out to us—we want you to stay in the loop, and we’ll work to give you peace of mind. If your financial advisor is unavailable, leave a message and they’ll get back to you promptly.
With a trust, you can transfer ownership of bank accounts, stocks, bonds, real estate and other types of personal property. With a brokerage account, you make a cash deposit, then use those funds to purchase stocks, bonds and mutual fund shares. Brokerages can’t hold real estate or transactional bank accounts.
“Free” financial plans are designed to sell you a product, which will cost you significantly more money in investment fees. Midland States Bank will charge you directly for creating a financial plan. This will prevent investor bias and better serve your interests.
Midland States Bank’s client investment holdings are continuously monitored, analyzed and adjusted as needed.
Fiduciaries are required by law to act in the best interest of their clients. That means a fiduciary has a legal and moral responsibility to manage a client’s investments transparently, confidently and successfully. At Midland States Bank, we believe this responsibility to be integral with our values. A broker typically has less legal responsibility to succeed in managing a client’s investments.
Yes, you can access your investment accounts by clicking on the “Wealth” tab, you can then select the option that applies to you.