Trust Reporter Online Access
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:
- Check your portfolio
- View your holdings
- Search your transactions
- View your tax lots
- 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, an up-to-date web browser, and a username and a password from us.
To enroll in Trust Reporter, complete the Trust Reporter Enrollment form**. Click here to view the Terms of Service. Contact your advisor or return the enrollment form to us by mail, fax (309-661-7938), or email (HeartlandTrust@hbtbank.com*).
**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. To disable this computer from retaining information entered onto an Acrobat form in the future: 1)Close Internet Browser. 2) Open Acrobat Reader. 3)Choose Edit > Preferences. 4)Acrobat 4.0: > General > uncheck "Web Browser Integration" 5)Acrobat 5.0: > Options > uncheck "Display PDF in Web Browser" 6)Acrobat 7.0: > General > uncheck "Keep forms data temporarily available on disk"