Stay tuned for your transition to UMB

Currently, only personal and business banking accounts and services with Minnesota Bank & Trust are moving to UMB in July. Wealth accounts and services are not impacted at this time.

However, beginning July 14, you will need to access your Wealth Management Client Portal via UMB.com. Select the Login button at the top-right of the page and follow the prompts to access your account.

If you have any questions, please continue to work with your current wealth manager. We’ll provide more information before the transition of Wealth to UMB Private Wealth later in 2025.

More about UMB Private Wealth

We’re looking forward to serving you after the Wealth transition. At UMB, we view wealth management as a dynamic process—not just a one-time event. As your financial needs and circumstances evolve, we can guide you at every step with advice tailored to your specific goals.

Collective Expertise

Our team-based approach ensures you receive comprehensive advice from dedicated professionals, including Advisors, Investment Specialists, Financial Planners and Trust Advisors.

Planning-Led Approach

We believe that true financial success is achieved through the compounding effects of good financial decisions over time. This approach has served clients well over many decades.

Sound Investment Philosophy

Our philosophy is rooted in fundamental research, asset allocation and long-term discipline.

Questions on specific accounts and services?