Welcome Wealth Management Customers!

 

It is our commitment to you to make this as transition as smooth and seamless as possible. Starting on October 1, 2025, we will begin the account migration on a staggered basis, and we anticipate its completion across all clients by the end of December 2025. We hope the below items, created especially for you, will help relay everything you need to know:

 

June 2025 Welcome Letter

Important Information about the IMG Transition

IMG FAQs

IMG Statement Guide

Map of IMG Locations

 

We are here to assist you throughout each step of this process, and should you have any questions along the way, please do not hesitate to reach out to your Relationship Manager.