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Find your 2020 tax info in online banking

January 21, 2021 | Convenience, News

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Members will begin receiving 2020 tax information in the mail soon. But remember — your 2020 tax information is also available in online banking — both desktop/laptop and via the mobile app. To access, just:

  1. Log into online banking or the Heartland mobile app
  2. Click on “My Accounts” on desktop or “Accounts” on the mobile app and
  3. Look for the “Dividends/Interest Summary”

Please remember — due to privacy and security concerns, we cannot give out tax information via the phone.


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