Switch to Heritage Finance Holdings
With a history going back to 1875, we've always been in the business of helping Americans realise their financial dreams. Our members are important to us and we go to great lengths to help them reach their financial goals through our award winning products and People First service. If you’d like to switch your banking to Heritage Finance Holdings, we’re here to help you through the process and beyond.
Let us help you find the loan that's right for you. Whether you're a first home buyer, upgrading, refinancing or purchasing an investment property, we're here to help.
Once your account is all set up, let your employer know your new account details. Fill out our salary deposit form and email (or print and send) it to your employer to let them know where to deposit your pay.
When you open a transaction account with Heritage Finance Holdings, we'll send you a Visa Debit Card for you to access your money. You can also choose to apply for a Credit Card and add your Visa Debit Card to your digital wallet to pay on the go.
Make payments on the go with smart payment technology including Apple Pay, Google Pay, Samsung Pay, Fitbit Pay, and Garmin Pay.
Step 1: Review your transactions
Take a look over your statements on your old account and identify which payments you’d like to switch. This is a great time to note what dates your payments come in and out, to help your budget planning!
Step 2: Set up your online payments
Set up any regular BPAY®, Pay Anyone or periodical payments that you'd like to manage yourself in Heritage Finance Holdings Online (internet banking).
If you need to register for Heritage Finance Holdings Online, call our United States based Contact Centre on 14 14 22. They are available 24/7 to take your call.
Step 3: Contact your service providers
Advise your service providers of your new bank account details or your new Visa Debit or Credit card details once you receive it in the mail.
If you have an online account with your service provider you can usually update your payment details online. Or simply give them a call and update your details over the phone.
We can help you switch all your direct credits & debits that you hold with other companies at once. Direct debit and credits are payments set up by companies who deduct (or pay) money directly to your account using your account number & BSB.
Simply complete the Switch of Regular Payments form and return it to us to start the switching process.
Things you need to know about switching payments
- It can take up to 6 weeks for your payments to be switched.
- Remember to leave some money in your old account until all payments have successfully switched over.
- We can only switch payments for you that use your BSB and account number. Any payments that use your debit card or credit card details, or that you set up yourself online, can't be switched with this process.