A Letter from Chuck Maggiorotto

We are pleased to welcome you to FNBO Wealth. Last fall, Country Club Trust Company joined FNBO Wealth, bringing together two organizations with deep experience in trust and wealth management. As part of our integration, we are combining systems to strengthen service, streamline your experience, and expand the capabilities available to you.

What to Expect

Beginning July 18, 2026, your Country Club Trust Company accounts will be fully integrated into the FNBO Wealth platform. This transition is designed to be seamless and requires no action at this time.

Key updates include:

  • Your existing account numbers and fee structure will remain unchanged.
  • Digital access will be updated beginning July 18, with new instructions provided in advance.
  • Wire, ACH, and asset delivery instructions will change; updated details will be shared prior to the transition date.
  • You will continue to have access to comprehensive wealth services, including trust and estate administration, investment management, and financial planning support.

Support During the Transition

Your relationship team remains available to support you and answer any questions. Please refer to your statement for contact details.

We appreciate the trust you place in us and are committed to ensuring a smooth transition as we bring our organizations together.

Sincerely,

Chuck Maggiorotto signature

Chuck Maggiorotto, CFA, CFP®

Read Our Reference Guide

  • Important Dates

  • June 12 – Notification letter and reference guide mailed
  • July 6 – Reminder letter with updated wire ACH and asset delivery instructions mailed and emailed
  • July 18-19 – Integration weekend
  • July 20 – All services and systems integrated

What's Changing

Your Statements

Statements will reflect FNBO Wealth branding with updated colors and disclosures. The format and information you rely on remain the same.

Wire, ACH & Asset Delivery Instructions:

Effective July 20, instructions for your accounts will change. Updated instructions will be provided closer to integration. Continue using current instructions until then. 

Cash Sweep Program

Effective July 14, cash in your account will move from the FDIC-insured deposit program to the Goldman Sachs Financial Square Government Fund.* Your cash remains highly liquid. No action required.

What Remains the Same

Our commitment to delivering personalized advice, exceptional service, and dedicated support remains unwavering.

Accessing Your Accounts

FNBO Wealth Access (Recommended)

Our primary platform with comprehensive features and real-time account access.

First-Time Login:

  1. Visit fnbo.wealthaccess.com/account/login
  2. Log in using your same username and password
  3. Begin accessing your updated account information
  4. Mobile App Available: Download from the App Store® or Google Play™
WMG Wealth Access Client Mobile Guide

Client Point Legacy Access

ClientPoint remains available for clients who prefer it, but we recommend transitioning to Wealth Access for the most robust experience.

If you currently use ClientPoint, you'll receive an email in mid-July with new login credentials.

WMG Client Point IDP Sign In Guide

Important: Historical statements and tax documents are available in the FNBO environment.

About FNBO Wealth

All of Your Wealth. Working as ONE.

As an FNBO Wealth client, you will continue to have access to the personalized trust and investment services you rely on—now backed by FNBO Wealth's comprehensive capabilities and nearly a century of wealth management expertise.

What You Can Expect:

  • Research-driven investment philosophy: stay invested, stay diversified, stay disciplined
  • Planning aligned to your priorities and long-term goals
  • Integrated advice across investments, banking, trust and specialized services
  • Coordination with your advisors to keep strategies aligned

Comprehensive Wealth Advisory Services

  • Wealth planning
  • Investment strategy and portfolio management
  • Trust and estate services
  • Private banking solutions
  • Business owner advisory services
  • Philanthropic advisory services
  • Institutional wealth and asset management
Learn More About Wealth

Need Help?

Your relationship team is always available and can be reached using the information on your statement.

Have questions about the integration? Find answers to help make your transition seamless.

View FAQs

Frequently Asked Questions

Integration takes place July 18-19, 2026. All services and systems will be fully integrated by July 20.

Sign in to FNBO Wealth Access using your existing username and password. You'll be automatically directed to your updated account information.

No. Your CCTC fee structure and account number remain the same.

Effective July 14, cash in your account will move from the FDIC-insured deposit program to the Goldman Sachs Financial Square Government Fund, a money market mutual fund. Your cash remains highly liquid. No action is required from you.

Effective July 20, your instructions will change. Continue using your current instructions until then.

Yes. Previous site URLs will remain available for historical statements and tax documents, but will not reflect current account activity.

"FNBO Wealth" is a brand name that refers to FNBO (First National Bank of Omaha) and certain of its affiliates and subsidiaries that

provide or make available trust, investment, securities brokerage, investment advisory, banking and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit and related products are offered by

FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO

OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

*For more information about the Goldman Sachs Financial Square Government Fund, including investment objectives, risks, charges and expenses, please visit the Fund's website at https://am.gs.com/en-us/individual/funds/detail/PV100068/38141W273/gs-financialsquare-government-fund.

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.