What to Expect
- August 29 - In the Legacy Two Rivers Wealth Management online platform, your account(s) will show a static value. You may still download and view documents from this platform until the end of September, but no additional account activity will be reflected in this platform.
- August 31 - If you are currently registered to access your trust accounts online, you will receive new login details from our partner, FIS Global. To ensure these emails land in your inbox, you may wish to add idp2-noreply@fisglobal.com to your list of contacts prior to August 31.
Please note: If you participate in an employer retirement plan, you will continue to access your account through the American Trust login, and your credentials will not change. - August 31 - After receiving your new credentials and setting up your online access, you will be able to log into the new Trust Services client portal (WebLink). If you did not receive your expected emails with login credentials, please contact your relationship manager.
To log in, tap the blue Login button at the top right of the screen. Choose "Trust Services" as the Account Login Type. Then click the Trust Services Login button to go to the First Mid Wealth Management Trust Services login screen.
The first time you log in, you will set up Multi-Factor Authentication. See the WebLink MFA User Guide for detailed instructions.
To assist in navigating the platform, download the WebLink 3.0 User Guide. - September 30 - After this date, you will no longer have access to historical account information through the Legacy Two Rivers Wealth Management platform.
Statements
New Account Numbers
Due to this conversion, all Trust account numbers will change. New account numbers will be visible within the new online client portal beginning August 31, 2026.
If you have never established online access and would like to register for the new Trust Services client portal, please contact your relationship manager to set up your online access.
Temporary Blackout Period
- Trade Blackout: August 25 – September 2, 2026
Investment trading may be temporarily unavailable while your account holdings are transitioned to the new platform. Trading will resume no later than September 3, 2026.
- 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. New account numbers will be visible in the new online platform. Communications about online access and account number will be emailed towards the end of 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. New account numbers will be visible in the new online platform. Communications about online access and account number will be emailed towards the end of 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
- The legacy Two Rivers Wealth Management portal will be unavailable after September 30. We recommend downloading any statements or documents you want to keep for your records before that date, as these will not be available in the First Mid Trust Services client portal.
- If you currently have online access, please watch for emails from idp2-noreply@fisglobal.com with login details. One email will contain your login name. A separate email will contain your temporary password. You will need the information from both emails to access the new Trust Services client portal (Weblink) beginning August 31, 2026; however, assets may take a few days to reflect correctly in the new portal due to trailing activity.
- If you participate in an employer retirement plan, you will continue to access your account through the American Trust login.
- Redesigned Statements
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Because the transition of accounts from Two Rivers to First Mid will occur before the end of the month, if you receive monthly statements, you will receive two statements for August. One from the legacy platform and one from the new trust platform.
If you receive quarterly statements, your statement will not arrive until October and will include information from the quarter.
Statements from the new platform will feature a redesigned format that makes important account information easier to find.
Tax statements will be sent annually and will cover the entire previous calendar year.
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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.


