As we prepare for the transition to First Mid Wealth Management, we want to ensure you feel fully informed and supported throughout this process. Below, we have provided details to some of the most frequently asked questions regarding the upcoming changes. Should you have any additional questions or concerns, please know that our team is always here to assist you.
Why are these changes occurring?
These changes are part of the merger between Two Rivers Financial Group and First Mid Bancshares, Inc. As a result of this merger, our investment services will transition to the Raymond James platform. Raymond James is recognized as one of the largest and most respected investment firms globally. This new partnership will allow us to offer an expanded set of tools, resources, and services designed to support your financial goals.
What does this change mean for me?
You will continue to work with your current Financial Advisor, Nick Bronson. After the transition, Nick will be operating under First Mid Wealth Management. This change, will provide you with enhanced access to a broader range of financial services and innovative investment solutions, made possible through First Mid Wealth Management and Raymond James.
Who will be my advisor?
Your trusted advisor, Nick Bronson, will continue to serve you. The only change is that he will be serving clients through First Mid Wealth Management.
When will this change occur?
This transition was completed in March. If you have not yet completed your account transition, no action is needed from you at this time. The team is working through each account and contacting clients to complete the transition to Raymond James. If you have any further questions, please contact our Investment Services team at 800-373-2839 for assistance.
Who can I talk to about changes to or accessing my account?
If you have questions about your account, please contact our Investment Services team at 800-373-2839 for assistance.
Is there anything I need to do during this transition?
At this time, you do not need to take any action. Your account will continue to be managed as usual. Should any actions becomes necessary, your advisor will contact you directly.
Who can I speak with about the overall transition?
If you have questions about this transition, please contact our Investment Services team at 800-373-2839 for assistance.
If I have multiple accounts, will there be multiple changes?
Yes, If you are an investment, trust, and bank client, you will experience changes at different times for each account type.
• Investment accounts will transition in March.
• Bank accounts will convert during the June system conversion.
• Trust & Retirement accounts will convert in the latter part of 2026.
• Investment accounts will transition in March.
• Bank accounts will convert during the June system conversion.
• Trust & Retirement accounts will convert in the latter part of 2026.
Each account transition is a separate process, and you will receive distinct communications for each transition as the time approaches.
Why are these changes occurring?
These changes are part of the merger between Two Rivers Financial Group and First Mid Bancshares, Inc. As a result of this merger, our Wealth Management services have transitioned to First Mid Wealth Management.
What does this change mean for me?
- There is no change to your contacts. The Trust and Retirement team will continue to assist you as they do today. See additional details and contact information for your Wealth Management Team.
- Account Number
- As part of the conversion your account number will change. Additional communication about online access and account number information will be sent in mid to late August. If you do not have an email address on file with us, please contact your relationship manager or our support team at 319-753-9130 to add one to your contact information.
- As part of the conversion your account number will change. Additional communication about online access and account number information will be sent in mid to late August. If you do not have an email address on file with us, please contact your relationship manager or our support team at 319-753-9130 to add one to your contact information.
- Online Account Access
- Beginning September 11, the legacy Two Rivers Wealth Management login will no longer be available. We recommend downloading any statements you want to keep by September 10, 2026.
- If you currently have online access, you will be able to log in to the new Trust Services client portal beginning August 31. Additional login instructions will be provided closer to that date.
- If you participate in an employer retirement plan, you will continue to access your account through the American Trust login.
- Redesigned Statements
- Beginning with the statement ending August 31, 2026, you will receive a redesigned Trust Services statement that makes important account information easier to find. Additional information on the timeline of delivery will be provided closer to conversion date.
Who will be my Trust Officer?
Your current Trust Officer will continue to serve you; the only change is that they will be serving clients through First Mid Wealth Management. See additional details and contact information for your Wealth Management Team.
Who can I talk to about changes to or accessing my account?
If you have any questions regarding your account, please call 319-753-9130 or contact the team directly. See additional details and contact information for your Wealth Management Team. We will be happy to assist you.
Is there anything I need to do during this transition?
At this time, you do not need to take any action. Your Trust account(s) will move to the First Mid Trust Services platform on August 28, 2026.
Who can I speak with about the overall transition?
If you have any questions regarding the transition, please call 319-753-9130 or contact the team directly. Additional details and contact information. The team will be happy to assist you.
Securities are offered through Raymond James Financial Services, Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Non-deposit products and services through Raymond James
Are Not FDIC Insured
Are Not Bank Deposits
Are Not Guaranteed
May Lose Value