Wealth Management Online Access
Wealth Management Online gets you connected to your investments!
Access your Wealth Management accounts electronically through Wealth Management Online. Wealth Management Online allows you to securely view, print and download your investment and trust account information online as often as you like! You can also access Wealth Management Online with our Digital Banking app.
Wealth Management Online is a secure web-based tool that allows you to:
- Check your portfolio
- View your holdings
- Search your transactions
- View your tax lots
- Review your pending trades
Your electronic statements can be downloaded and saved as an Adobe PDF, and information can be imported into Quicken or other personal finance software.
See how easy it is to view your Wealth Management accounts online with your computer or mobile device.
Please note, Adobe Flash Player is necessary to open and view Trust Reporter. Download Adobe Reader
To enroll in Wealth Management Online, please contact your advisor.
Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.
Heartland Bank and Trust Company Asset Management and Trust Services is not a broker/dealer. Equity and bond trading in customer accounts is transacted through independent broker/dealers.