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Statements and Reporting

Statements

MidWestOne Bank’s Trust Department offers comprehensive and easy to read periodic statements to account owners, grantors, and/or beneficiaries.  Statements to other interested parties can be added upon request.

Transaction information is presented in both detail and summary form and account holdings information is presented in graphical, summary and detail form. Our statement presentation provides both cost basis and market value information for your account’s investments.

Online Access

MidWestOne offers online access to your account administered by the Trust Department so you don’t have to wait for a paper statement to see where your account stands.   Access is granted through a unique user ID and password so you can be assured your information is secure.  The online account is updated daily and offers easy and intuitive navigation.

We also offer online electronic statements as an alternative to paper.  Online statements are not only eco-friendly but are available to you much more quickly than a paper statement mailed to your home or business.

Investment Performance Reporting

We provide quarterly periodic GIPS-compliant investment performance reporting for institutional asset management accounts, foundations, and endowments.  Portfolio performance is measured against static and dynamic benchmarks relevant to the investment management style for your particular account.