Trust Reporter Online Access
Trust Reporter gets you connected to your investments!
Access your Wealth Management accounts electronically through Trust Reporter. Trust Reporter allows you to securely view, print and download your investment and trust account information online as often as you like! You can also access Trust Reporter with our Mobile Banking app.
Trust Reporter 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.
To enroll in Trust Reporter, please contact your advisor.
*This e-mail link is for general inquiries only. It is not secure e-mail. For your protection, please do not include confidential or sensitive information such as social security numbers, account numbers, etc. when using this e-mail link.
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.
**Enrollment Security Precautions: The computer you are using could possibly store the information entered on this Enrollment Form. To protect the privacy and security of your information, you are strongly encouraged not to complete this application on a publicly shared computer, for example on a public library or school computer.