MON - SAT (9AM - 5PM)
Sunday closedMAIL US
info@heritagefinasset.comOnline Banking makes it easy to keep track of your money and helps you complete a number of the activities that can you do at a branch. Colorful charts help you to see a breakdown of where your money is between your different accounts at the credit union. A simple tile layout helps you quickly find the information you’re looking for and complete all of your tasks.
Our financial education program is available for individuals and groups. We want each participant to gain information that will make an impact, so we tailor each program to the audience. We have topics that are great for groups of all ages and all levels of financial knowledge.
The partners we’ve taught classes for include:
. View your account and transactionsGet a break down of all your recent activity on each of your accounts and loans.
. Transfer money between accountsWhen you sign in, all of your accounts will be presented on the home screen. Use the quick transfer link next to an account, or select transfer in the upper menu to easily move money.
. Create custom account alertsYou can get notifications about account activity sent to you as a text or email. Visit the information center and identify the types of alerts you want to receive, including incoming deposits, debits from your account, loan payment reminders, and low balances.
. Locate closest ATMSNeed to make a withdrawal? Find the closest surcharge-free ATM on our network.
. View your statementsGet your statements quicker when you sign up for E-Statements. Review your account details and recent activity in your statements. New statements are made available within the first 1-2 business days of the month and 12 months of records can be viewed at any time.
. Send payments with BillPay. If you are a checking account holder, you can use our free BillPay service in online banking. Set up one-time or ongoing payments for anything, including utilities, loans at other financial institutions, childcare, and rent.