Private Banking
Home Personal Investing & Wealth Management Private Banking
Grow, manage and protect your wealth
The high-level financial concierge services you’ll receive as a private banking client will make banking easy to understand and financial endeavors easy to tackle. It’s the kind of banking relationship you’ve always wanted, but didn’t think existed.
We’ll tailor our services to your current life situation and preferred style of interaction. We understand how busy you are and we are committed to providing proactive advice and a streamlined process in everything we do.
- 24/7 assistance and access to financial experts
- Coordination of all MidWestOne specialized services including lending, treasury services, wealth management and insurance products
- Investment management strategies
- Retirement planning
- Mortgage and home equity options
- Coordination with tax and legal professionals
Private banking team
The cornerstone of our private banking service is the relationship built between you and our team of Private Bankers. Get to know our team, and let us lend you a hand.
All loans subject to credit approval.
Services
- Remote account openings
- Competitive rates on loans and interest-bearing deposit accounts
- Domestic & international account transfer services
- Complimentary debit cards and personalized checks
- Assistance with our online/mobile product suite (message and data rates may apply)
- Overdraft protection
- Personal lines of credit
- Mortgage and home equity options
- Investment management strategies
- Coordination with your tax and legal professionals
- Estate planning and legacy arrangements
- Retirement planning
- 24/7 relationship manager service