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.
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.
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.
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.
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.
Quicken & QuickBooks
Please follow the instruction guide(s) prior to your transition to avoid connection and/or data errors.
Alerts will not transfer over, you will need to set up alerts in the new system.
Automatic Transfers & Payments
Please review your automatic transfers and payments during the preview period for accuracy.
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.
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.
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.
Customize your alerts and receive them via text, email and/or voice.
365 Day History
The new system will store up to 365 days of transaction history, beginning on your transition day.
Additional options for customized reports.
Manage user access to your digital banking services.
Enjoy additional options for data exports.
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.
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.
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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