We're Launched! New Digital Banking Coming Soon
- Know Your Username & Password
You will need to key in your existing username and password to log into the new digital experience. Please make note of both if you are storing your credentials in your browser or a password manager. - Make Sure We Have Updated Contact Information
A secure access code will be sent for your first time login. Please make sure your contact information is updated. If you need to update your email, you can do so through the current online banking system, or you can contact your local Heritage Banker. - Digital Banking Data and Settings Will Migrate
When you log into the new system for the first time, all of the deposit and loan information you can currently access through digital banking will have migrated. - Get Ready for Better
The new platform will be far more intuitive and allow you to customize your dashboard. You will be able to easily link information from other financial institutions for a 360-degree view of your financial activity. You will also be able to move money more easily. If you have a Heritage Bank Credit Card, you will be able to access the customer portal with one click. - Upgrades Extend to the Mobile App
At launch, you will be prompted to download the new app from the App Store. Then, you'll be set to enjoy a seamless digital experience. - Help Will Be Easy to Access
Although the new platform will be easy to understand and navigate, there will be learning modules readily available if you need assistance.
Starting September 15, there will a help line prominently displayed on the home page and under FAQs. Watch for more updates closer to launch. Heritage Bank branch and customer service employees will be available ongoing, ready to provide the same excellent service.
Frequently Asked Questions
What if I have trouble logging in on 9/15 or after?
Try resetting your password using the “Forgot Password?” link on the login screen. If you still need assistance, contact our support team at 859-869-2999. We have a dedicated line for login issues starting on 9/15. You can also visit or call your local branch for assistance!
Will my scheduled transfers carry over to the new online banking platform?
Yes. Previously scheduled transfers will automatically move with you to the new platform. You can view these by accessing Online Activity and looking at Recurring Transactions.
Will Card Controls be available on the new platform?
Yes, and now they’re even easier to access. You’ll find one-click Card Controls right under the “Services & Statements” tab. It will be available on the mobile app, as well as the desktop version.
Will my transaction history transfer?
Yes. When the new platform goes live, you’ll see up to six months of past transaction history for your accounts. Need access to older records? No problem. EStatements will still be available if you’re enrolled.
Will my BillPay payments transfer to the new platform?
Yes. All of your scheduled BillPay payments and payees will automatically carry over to the new digital banking experience on 9/15. There's no need to re-enter anything. You’re good to go.
What if I have a business and personal online banking account?
Both profiles will carry over to the new platform at go-live. If you’d prefer to access your business and personal accounts under a single login, just stop by or call your local Heritage Bank Branch, we’ll take care of the rest.
Will there still be separate apps for business and personal users?
No. Going forward, we’re simplifying things with one new, customer-friendly app for everyone. Whether you manage personal accounts, business accounts, or both, you’ll have access to all your features in one place.
If you currently use the Heritage Bank Business app, you’ll need to download the new app from the App Store or Google Play. It will be available for all users at go-live.
I use Intuit QuickBooks or Quicken. Will my account feed still work after the upgrade?
Yes. Intuit connections like QuickBooks and Quicken will automatically transfer to the new platform.
Intuit recommends downloading a backup for your records. Click below for instructions on how to backup your data before the migration and how to re-connect your accounts at go live on 9/15.
Quicken’s Conversion Instructions
I use Treasury Management services like ACH and Remote Deposit. Will these carry over to the new platform?
Yes. All of your Treasury Management services will be available on the new platform. Your access and functionality will remain the same, with an upgraded interface designed to make managing your business even easier.
How do I enroll in digital banking?
It’s easy. Just visit our login page and click “Enroll” to get started. You can enroll from any device, desktop, tablet, or mobile.
Business customers can also enroll through the home page. Once the enrollment process is complete and validated, Heritage Bank will activate your digital banking account.