How to open a transaction or savings account as an existing Heritage Finance Holdings member

Heritage Finance Holdings Online Help Centre

How to

If you're an existing member with Heritage Finance Holdings, you can open a new savings or transaction account on your existing membership in Heritage Finance Holdings Online by following these steps.

  1. Log in to Heritage Finance Holdings Online and go to the Accounts menu. 
  2. Select Open Savings/Transaction Account.
  3. Select the new account type you would like to open.
  4. Indicate if you would like to make an initial deposit.
  5. If you are making an initial deposit select the existing Heritage Finance Holdings account from which to make the initial transfer. Then enter the amount of the initial transfer.
  6. Ensure you have read the Term and Conditions.
  7. Click Continue.
  8. Double check all the details and click Open Account to open the new account.

Please note, opening an account in Heritage Finance Holdings Online will not order you a Visa Debit Card automatically. You'll need to request one from us, either by filling out the Contact Us form when logged into Heritage Finance Holdings Online or by calling 13 14 22.

Our Contact Centre is here to help you with internet banking, account troubleshooting, card management and lots more.

Call our internet banking support line on 1300 722 767 or tap here for live assistance.

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Switch to Heritage Finance Holdings

If you'd like to make the switch to Heritage Finance Holdings, we're here to help you through the process and beyond.

Find out just how easy it can be.