Skip to main content
Locations Help

Personal Online Banking Login

Business Banking

Login

Mortgage Statements

Login

Credit Card Logins

Go

Wealth - Trust & Investments

Login

Wealth - Raymond James

Login

Wealth - (RPS) Epic Advisor

Login

Welcome!

For all clients who access their Midland Wealth Management accounts online, a new and updated login experience is ready for you.

Important Reminders:

  1. An automated email was sent from Midland Wealth Management (noreply@bdreporting.com) with the subject line, “New User Setup.”
  2. That email includes a link to set up your account. For security purposes, your setup link will expire after 7 calendar days.
  3. Upon clicking the link within the email, you will be prompted to set security questions.
  4. Next you will need to set a secure password.
  5. The final step is to read through and accept the “Application Terms of Use.”

After accepting, you will be automatically directed to your personalized client portal! 

For future access, visit midlandsb.com and select 'Wealth - Trust & Investment' from the Login dropdown menu. 

Please note that if you require historical information, please contact your Relationship Manager.

If you are not currently accessing your account online but are interested in doing so, please reach out to your Relationship Manager for assistance.

Thank you for your continued trust and partnership.

Where may I access my account online?

Visit midlandsb.com and select "Wealth - Trust & Investment" from the Login dropdown menu.

If you are interested in accessing your account online, please contact your Relationship Manager.

Who do I call with questions?
If you have any concerns or questions during the transition period, please don't hesitate to reach out to your Relationship Manager. We're here to assist you every step of the way and ensure a smooth transition to our new platform.

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.