Heartland Bank WM ClientPortal

Finance

Free · Designed for iPad

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.

Ratings & Reviews

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The developer, Heartland Bank and Trust Company, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Heartland Bank and Trust Company
  • Size
    • 63.9 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2026 Heartland Bank and Trust Company
  • Developer Website
  • Privacy Policy

    • More by Heartland Bank and Trust Company