A New Client Portal Experience
Beginning November 4th, you can access the new Client Portal to view and manage your Wealth Management & Trust account information.
What's New?
Beginning November 4th, you will have access to:
- A new, user-friendly Client Portal
- Mobile App access
- Daily performance reporting
- Enhanced investment reporting
- A secure document vault for sharing files
- Updated, easier-to-read statements
FAQs About the Digital Upgrade
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When will the new system be available?
The new WM&T Client Portal, including a new browser experience and a new mobile app, will be available on Wednesday, November 4th.
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What is changing with the Client Portal?
Our current WM&T Client Portal will be replaced with a new online portal and mobile app experience. The new digital experience will offer enhanced features, including daily performance reporting, robust investment reporting, a secure document vault for file sharing, and a more user-friendly experience.
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Will there be an interruption to online access?
Yes, a brief one. You will be temporarily unable to log in to the WM&T Client Portal from Friday, October 30th until Wednesday, November 4th. You will be able to log in once again (to the new Client Portal!) beginning Wednesday, November 4th.
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When will I lose access to the current Client Portal?
Access to the current portal will become temporarily unavailable beginning October 30th. Account information in the current (soon to be old) portal will become static after October 31st.
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How will I log in to the new WM&T Client Portal on November 4th?
You will be sent an email with a link and instructions on how to set up access to your new portal. You will create a login username and password. Once you login, you should be able to see your account information, including up to two years of historical account activity.
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Will my statements be impacted?
Yes. You will receive a final statement from the old portal as of October 31, 2026. This may be different than what you expect if you do not usually receive monthly statements. After October, your statements will go back to their normal statement cycle (either monthly or quarterly).
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Will my statements look different?
Yes. After November 1st, statements will have an updated, easier-to-read format.
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Will there be changes to how I receive my statements if I receive them electronically?
No, you will continue to log in to the WM&T Client Portal to receive your e-statements either monthly or quarterly.
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Should I expect any changes regarding my end-of-year tax statements?
Yes, you will receive two end-of-year tax statements for 2026. One will include activity from January 1, 2026 through October 31, 2026, and the second will include activity from November 1, 2026 through the end of the year. These two statements will not arrive at the same time. You will need both statements to prepare your 2026 tax forms.
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Are my account numbers changing?
No.
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Is my fee schedule changing?
No.
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Will I have access to historical account activity in the new Client Portal?
Yes, two years of archived transaction history will be available in the new WM&T Client Portal. For prior historical account activity, please review your historical account statements.
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I have never logged into the WM&T Client Portal before, but I'd like to. How do I get started?
If you'd like to access the portal for the first time after November 4th, you will receive an email to set up your new Client Portal account. You can reach out to your CB&T Trust Officer to let them know you'd like access to the client portal.