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Heartland Bank Upgrade Perks

ACTIONS TO TAKE BEFORE UPGRADE - Friday, August 21st 4:00 pm

Online/mobile banking customers:


If you download ‘transaction files’ for annual tax preparation or financial management software:

  • Download/Export historical transaction files available within Online Banking. Formats include: CSV, Microsoft Money, Quicken
  • Historical transaction details will not be available to view online or download after the upgrade.
  • Prior history will remain available through monthly PDF statements only.
  • New transaction history in the upgraded system begins as of Monday, Aug. 24th.

If you have set up ‘Account Activity Alerts’ to notify you:

  • Document your current alert settings to use as a reference when reconfiguring them after the upgrade.

If you currently use ‘Internal/External Transfer’ functionality:

  • Document the details for existing internal/external transfer accounts to use as a reference when resetting up transfers in the new system. Include the timing of recurring/future scheduled transfers.

If you are enrolled for ‘Electronic Statements’:

  • No action required before the upgrade. Customers will be prompted to re-enroll for electronic statements after the upgrade. 

If you currently use ‘Income/Expense Categories’ for classifying transactions:

  • Document your current categories to use as a reference after the upgrade. Income/ Expense Categories will not be available after the upgrade. There is currently no replacement for this feature. Updates on this feature to come as we look for new and improved income and expense category options!

If you are enrolled and use ‘Bill Pay’ functionality:

  • All Bill Pay updates need to be made prior to 11:00 pm on Sunday, Aug. 16th.
  • All scheduled bill pay activity for the week will continue to be processed through 4:00 pm on Friday, August 21st.
  • Existing payees, future scheduled payments and six months of history will automatically transfer to the new Bill Pay system.

If you are a "Brella" User:

  • Brella app will no longer be accessible to Heartland Bank customers starting at 4:00 pm on Friday, August 21st. 
  • You will have the ability to manage debit card controls and set up alerts directly within the new Heartland Bank app starting at 9:00 AM on Monday, August 24th.

IMPORTANT DATES & TIMELINE | PLAN AHEAD

Sunday, August 16th @ 11:00 pm – Bill Pay access deadline

  • Access to manage Bill Pay items is removed from current Online and Mobile Banking apps to allow for transition to upgraded system. Functionality returns after the upgrade. All scheduled bill pay activity for the week will continue to be processed through 4:00 pm on Friday, August 21st.

Friday, August 21st @ 4:00 pm – System Upgrade Begins

  • Deadline to download/export historical transaction files available within online banking.
  • Access to online/mobile banking temporarily inaccessible throughout the weekend.
  • Debit cards will still function based on your final balance as of 4:00 pm on Friday, Aug 21st.

Saturday, August 22nd - Sunday, August 23rd – System Upgrade in Progress

  • Access to online/mobile banking remains temporarily inaccessible for the weekend.
  • Debit cards remain active. Balance is based on your final balance as of 4:00 pm on Friday, Aug 21st minus any recent debit card activity. You can check your latest balance using your debit card at an ATM.
  • Any ACH and/or ATM deposits will not be reflected on your account until after the upgrade is completed Monday, Aug 24th.

Monday, August 24th 8:00 am - 9:00 am

  • Debit and ATM card transactions will be rejected during this brief window of time as we complete the final steps of the system upgrade.

Monday, August 24th @ 9:00 am – System Upgrade Completed

  • Access to the upgraded online/mobile banking is now available to customers.  Access ID (Username) remains the same.
  • Download the new ‘Heartland Bank Iowa’ mobile app (search: Heartland Bank Iowa App in your app store)..

ACTIONS TO TAKE AFTER UPGRADE – Monday, August 24th 9:00 am

Online/mobile banking customers:

  • Login to the Online Banking website using your existing Access ID. Instructions for using a preset ‘temporary’ password will be displayed on the screen upon first login attempt to the upgraded system.
     
  • Download the new ‘Heartland Bank Iowa’ mobile app from the applicable app store.
     
  • Enroll in Electronic Statements.
     
  • Set up Internal/External Transfer Accounts and add recurring/future scheduled transfers.
     
  • Existing Bill Pay users review transferred information like payees and future scheduled payments.
     
  • Set up Account Alerts.
     
  • Set up Debit Card Alerts.