Florida Trust Transitions to Assets Under Management (AUM)

The Florida Trust will be finalizing its transition from UMB’s Online Access (OLA) system to the Assets Under Management (AUM) system starting at the end of the day on Friday, February 5th. The new system will be available to users beginning Monday, February 8th. Clients who have completed the AUM setup will have the ability to view their accounts, run reports, and make transactions, depending on the individual user’s profile. For those clients who have not yet returned their AUM forms, please do so as soon as possible as the OLA system will be discontinued and no longer available for account access.

If you have any questions, please reach out to Bryant E. Gries (850.284.7471 or bgries@gmail.com) or Alex Mecabe at (850.577.4610 or amecabe@flclerks.com). Please note all participants will still have the ability to make transactions using the phone system or by contacting Trust Operations staff, as those processes will remain in place.