Heartland Bank WM ClientPortal
Heartland Bank and Trust Company Finance iPhoneiPadiPod touch
Heartland Bank WM ClientPortal is a free Finance app for iPhone and iPad by Heartland Bank and Trust Company. Requires iOS 15.6. Updated March 4, 2026.
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Mar 4
- 2026 · v5.22.2
Screenshots
About Heartland Bank WM ClientPortal
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.
App privacy
The developer, Heartland Bank and Trust Company, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
Alternatives to Heartland Bank WM ClientPortal
Looking for apps like Heartland Bank WM ClientPortal? Here are 6 similar apps on the App Store. The highest rated is OXPAY Wallet (5.0/5), and all 6 are free to download.
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OXPAY Wallet
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FB Finance
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QuietGrowth - Investment, SMSF
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OxPay Lite
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Prime Alliance Bank
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Heartland Bank WM ClientPortal | – | Free | March 4, 2026 | |
| OXPAY Wallet | 5.0 / 5 (1) | Free | Feb 25, 2026 | Compare |
| FB Finance | 5.0 / 5 (1) | Free | Mar 23, 2026 | Compare |
| QuietGrowth - Investment, SMSF | 5.0 / 5 (2) | Free | Sep 4, 2026 | Compare |
| Investors Trust Company | – | Free | Sep 15, 2026 | Compare |
| OxPay Lite | – | Free | Aug 17, 2026 | Compare |
| Prime Alliance Bank | 5.0 / 5 (2) | Free | Dec 17, 2025 | Compare |