Wealth Advisory Online Services

Enjoy access to your Heartland Bank, a division of German American Bank wealth advisory accounts using your desktop, tablet or smartphone. It's convenient, secure and easy to use online via "My Wealth Advisory Account" or on the go with our Wealth Advisory app.

My Wealth Advisory Account Online

To enroll in My Wealth Advisory Account Online powered by Client Point and the wealth advisory mobile app, download and complete the enrollment form or contact your Heartland Bank, a division of German American Bank wealth advisor.

Once you're enrolled, you can log in online anytime for convenient access to your Heartland Bank, a division of German American Bank wealth advisory accounts and benefits. 

Features & Benefits

• View account information and recent transactions
• Access tax information
• Download important documents
• Enroll in paperless eStatements
• Catch up on the latest news and tips in our quarterly newsletter
• Access guides to review your IRA statement or Trust and Investment Management statement

Wealth Advisory Mobile App
For a quick review of your wealth advisory accounts on the go, download the wealth advisory mobile app.

Features & Benefits

• Secure environment to protect your financial information
• Access to your information in a clear and simple format
• Ability to use fingerprint or face recognition to sign in
• Snapshot of your total portfolio on an aggregated basis or by individual account
• Detailed holdings information
• Recent trade activity and transactions

Download Wealth Advisory Mobile App