Heartland Bank WM ClientPortal

Name: Heartland Bank WM ClientPortal
Availability: InStock
Author: Heartland Bank and Trust

Heartland Bank and Trust

Everyone

50+

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Everyone

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About this app

Wealth Management Client Portal access enables authorized clients to review their portfolio data in a simple easy to use interface. Clients can view individual holdings, transactions, and asset allocations.

Conveniently and securely review your portfolio data anytime, anywhere.

Updated on

Jul 18, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

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Everyone

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