Online Experience Enhancements - Wealth
A new First Merchants Private Wealth online experience.
First Merchants Private Wealth Advisors will soon deliver an intuitive online experience that gives you more freedom, control, and insight into your accounts and finances.
Other attentive features include:
- 24/7 access to your accounts – from anywhere.
- Easy-to-read dashboard.
- Simple, intuitive navigation.
- View your accounts individually or sort them into groups.
- Review summaries, performance, and investment information in greater detail.
- Extra layers of security, and no-fuss login resets with proper authentication.
New Private Wealth Online Portal
The new portal is live and ready to use!
Follow these easy steps:
- Select Log in from the website navigation
- Click "Select Account Type" from the dropdown
- Choose "Private Wealth Online Portal"
User and Quick Start Guides
Please Note: Our current online platform, Portfolio Account Link (PAL), will be discontinued April 1. If prior statements are important to you, please download them on or before April 1st. Your statements in PAL will not be available in the new system.
We look forward to continuing to help you prosper as we implement these enhancements. If you have any questions, please contact your Wealth Manager.
Top FAQs
Yes. You will receive login instructions before our new system goes live – if you need further assistance, please reach out to your Wealth Manager.
Your existing account number will not change.
You will be able to see account summaries and details – including activity logs and account performance.
You can reset your login credentials provided you complete proper authentication. Contact your Wealth Manager if you need additional assistance.
