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HERITAGE DIRECT

Corporate Transition Center

 
 
Laptop on table showing Heritage Direct screen.
 

Transition Process

  

You will receive communication informing you of your wave designation. The different waves and transition dates ensure you will have access to the support you'll need throughout the process.

Please note: Your access to the current business online and mobile banking systems will be unavailable beginning at 6:00 p.m. PDT on the Friday before your transition date. The wire transfer cutoff time is 2:00 p.m. PDT, and the ACH transaction cutoff time is 5:00 p.m. PDT.

Communication & Learning Period
Communication about your transition will begin about 60 days prior to your transition date, including information about how to prepare, resources, training, timeline, action items and more.

Preview Period
Two weeks prior to your transition date, you will be able to preview Heritage Direct. Though you won't be able to complete any banking transactions, this will give you and your team an idea of what the new system and some of the new capabilities will look like. Please take this opportunity to review and verify your information, users and templates.

Transition Date
On the transition date, you will be able to complete banking transactions in the new system, and your current business online banking access will no longer be available. Log into Heritage Direct by visiting HeritageBankNW.com and selecting Heritage Direct from the Sign In drop-down.

 

First-Time Login

Mark your calendar for your transition date. Please pay close attention to the steps below so you are able to access your digital banking services as soon as possible. Heritage Direct will guide you through the login process.

1. Log in to Heritage Direct
Navigate to HeritageBankNW.com and select Heritage Direct from the Sign In drop-down. Enter the same credentials you used in the previous system.

2. Establish Security Questions
These will be used to authenticate you when using the forgot password feature.

3. Set Up One-Time Passcode
Provide and activate a phone number or email address to receive one-time passcodes (OTP) for future authentication.

Future Logins
You may be challenged when logging in to online/mobile banking in the future. Challenges occur when the system detects a new device or unusual login behavior.

Token or OTP?
Customers who use ACH or wire services will use a token to authenticate. All other users will be prompted for a OTP.

User Guide
Step by step instructions to assist in the first-time login process.

First-Time Login Guide (PDF)

Video
A helpful video to guide you through the first-time login process.

First-Time Login Guide Video
 

Action Items

To avoid disruption to your digital banking services, please pay close attention to the action items below. For customers who utilize these services, failure to complete the actions below could cause data connection errors and/or loss of important information.

Quicken & QuickBooks
Please follow the instruction guide(s) prior to your transition to avoid connection and/or data errors.

Instruction Guides

Alerts
Alerts will not transfer over, you will need to set up alerts in the new system.

Alerts Guide (PDF)

Automatic Transfers & Payments
Please review your automatic transfers and payments during the preview period for accuracy.

Automatic Transfers

Download the Mobile App
The current app you use for business mobile banking will no longer be available after your transition date. You will need to download the new mobile app - Heritage Direct.

Download Apple App
Download Android App

Transaction History
Your transaction history is not transferring over to Heritage Direct. If you need access to your transaction history, please download and save it prior to the transition date.

ACH & Wire History
Your ACH and wire transfer history is not migrating to Heritage Direct. If you need access to your ACH or wire transfer history, please download and save it prior to the transition date.

 

Important Changes

There are a few important changes for you to be aware of regarding the digital banking services you use.

ACH Payments
The ACH Payments process is changing.

ACH Payments

Wire Transfers
The process for domestic and international wires is changing.

Wire Transfers

Tokens
There may be token changes for you in the new system.

Tokens
 

System Enhancements

New and improved services to enhance your digital banking experience.

Mobile Functionality
Pay bills and approve ACH and/or wire transactions from any mobile device. Use responsive web design or download the new mobile app - Heritage Direct.

Download Apple App
Download Android App

Advanced Alerts
Customize your alerts and receive them via text, email and/or voice.

Link to video

365 Day History
The new system will store up to 365 days of transaction history, beginning on your transition day.

Reports
Additional options for customized reports.

Link to guide (PDF)

Administrative Access/Controls
Manage user access to your digital banking services.

Link to video

Exporting Data
Enjoy additional options for data exports.

Link to video
 

What's the same?

The services below will remain unchanged in the new system.

Bill Pay
There will be no changes to Bill Pay in the new system. You will access Bill Pay from the Payments & Transfers menu in Heritage Direct.

Online Statements
24 months of online statements will be available in the new system. You will access online statements from the Reporting menu in Heritage Direct. You may be prompted to accept the disclosures, but your statements from the previous system will be available.

Positive Pay
There are no changes to Positive Pay. Optional enhancements are now available, please contact Treasury Management Services for additional information.

Remote Deposit Capture (RDC)
There are no changes to RDC. Continue to access this service the same way as you do now.

 
 
 

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Additional Information