Wealth Client Portal Support
Easily access and manage your Midland Wealth accounts online. Whether you're logging in for the first time or using Online Banking, find the support you need here.
If you are enrolled in Online Banking:
Your Wealth Client Portal access will be enabled automatically. No action is required.
If you are not enrolled in Online Banking:
Click and enroll here to view your eligible banking and wealth accounts together.
Once enrolled in Online Banking, please allow up to one business day for portal access to become available.
If you need assistance with Online Banking enrollment, please contact 855-696-4352.
For questions about the Wealth Client Portal, please contact your Relationship Manager.
Clients may access the Wealth Client Portal in one of the following ways:
Your Wealth Client Portal access has been enabled automatically.
The first time you select your wealth account in Online Banking, you will be prompted to:
Once completed, you will have access to your personalized Wealth Client Portal.
For future access, you may:
You will receive an automated email from Midland Wealth Management (noreply@bdreporting.com) with the subject line, “New User Setup.”
Important reminders:
Once completed, you will be directed to your personalized Wealth Client Portal.
For future access, visit midlandsb.com and select “Wealth - Trust & Investment” from the Login dropdown menu.
Not accessing your account online yet? If you're interested in getting started, reach out to your Relationship Manager for assistance.
Thank you for your continued trust and partnership.
What is changing in Online Banking?
Eligible wealth accounts will now appear on the Online Banking home screen alongside your banking accounts. You may select your wealth account to access the Wealth Client Portal for detailed portfolio reporting.
Do I need to do anything?
If you are already enrolled in Online Banking, no action is required. Your Wealth Client Portal access will be enabled automatically, and your eligible wealth accounts will appear on your home screen.
Please allow up to one business day for portal access to become available.
If you are not enrolled in Online Banking, you will need to enroll to view your banking and wealth accounts together.
Why do I not see my wealth accounts?
Wealth accounts will appear if you are enrolled in Online Banking and have eligible accounts associated with your profile.
If you believe you meet these requirements and still do not see your accounts, please contact your Relationship Manager.
Will I still use the Wealth Client Portal?
Yes. The Wealth Client Portal continues to provide detailed portfolio reporting, performance history, statements, and household-level views.
Online Banking provides convenient access and a high-level account snapshot.
Will my household accounts appear?
Online Banking displays accounts based on your existing authorized access.
For consolidated household reporting, please continue using the Wealth Client Portal.
No. Your Online Banking and Wealth Client Portal access permissions remain the same.
Your browser’s pop-up blocker may be preventing the Wealth Client Portal from opening.
To resolve this, allow pop-ups for this site and try again. If you continue to experience issues, please contact Customer Care or your Relationship Manager for assistance.
Wealth Client Portal (for Wealth-Only Clients)
Online Banking for Wealth & Bank Accounts
Eligible wealth accounts will now appear on the Online Banking home screen alongside your banking accounts. You may select your wealth account to access the Wealth Client Portal for detailed portfolio reporting.
On Desktop: Select Manage Money from the top menu.
On Mobile: Select More from the bottom menu.
Then, select Wealth Client Portal and click OK to continue.
Our team of dedicated professionals are here to support you.
