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Contact Us

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Contact Us

We are committed to partnering with you through the transition to Heritage Direct. At any time during the process, please reach out to discuss any questions you have.
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During the Transition Period

Heritage Direct Transition Specialists will be available to assist you and answer your questions. Please call 855.814.5299 for assistance Monday through Friday, 8:00 a.m. to 5:00 p.m. PST.

After the Transition Period

Please contact Treasury Management Services by phone at 844.510.4659 or email Treasury Management Services.
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Return to Heritage Direct Transition Center