Welcome to UMB Private Wealth

Your account transition to UMB is complete, and we’re excited to continue serving you. You can access your account via the UMB Private Wealth Client Portal at UMB.com:

  • Refer to the login instructions we emailed October 14.
  • On the UMB homepage select Login at the top right, then select the Personal tab.
  • Choose Private Wealth Client Portal from the list.
  • Follow the prompts to access your account.

If you have any questions, please continue to work with your Wealth Advisor or practice team.

Our approach to wealth management

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. Learn more about UMB Private Wealth.

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?