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Trust Reporter gets you CONNECTED to your investments!

Trust Reporter allows you to securely view, print, and download your investment and trust account information online as often as you like! We will continue to provide the personalized service you've come to expect from us for trades, transfers, re-allocations, etc.

Trust Reporter is a secure web-based tool that allows you to:

  1. Check your portfolio
  2. View your holdings
  3. Search your transactions
  4. View your tax lots
  5. Review your pending trades

You can also download your electronic statements into programs you already use like Microsoft® Word or Excel! All you need is a computer with an internet connection, a web browser like Explorer 5.0 or Netscape 6.0, and a username and a password from us.

See how easy it is to view your
Asset Management and Trust Services accounts online.

Click here to sign up for this FREE service!

(Free Adobe Acrobat Reader required. Click here to download.)

You will need to read and agree to the Terms of Service, then, complete the enrollment form online, print, sign, and mail it to us.

 

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.

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