Locations Contact Us Sign In

HERITAGE DIRECT

Small Business Resources

 
 
Woman posting an open sign in the window.
 

Heritage Direct Resources

See below for user guides and videos to assist in your transition to Heritage Direct.
There are also training webinars available for your reference.
 

User Guides

Helpful user guides with step by step directions and screenshots to assist you.

First-Time Login

First-Time Login
Click on the image to open the user guide in PDF format.

Navigation

Basic Navigation
Click on the image to open the user guide in PDF format.

Transfers

Transfers Management
Click on the image to open the user guide in PDF format.

Stop Payments

Stop Payments
Click on the image to open the user guide in PDF format.

Transaction Images

Transaction Images
Click on the image to open the user guide in PDF format.

Alerts

Alerts
Click on the image to open the user guide in PDF format.

User Maintenance

User Maintenance
Click on the image to open the user guide in PDF format.

Quicken & QuickBooks

Quicken & QuickBooks
Click on the image to navigate to the transition page.

 
 

How to Videos

Instruction videos to guide you through the process.

First-Time Login

Accessing the System for the First Time
Click on the image above to open the video.

Adding & Managing Widgets

Adding & Managing Widgets
Click on the image above to open the video.

Customizing List Views

Customizing List Views
Click on the image above to open the video.

Transfers

Processing an Account Transfer
Click on the image above to open the video.

Stop Payments

Placing a Stop Payment
Click on the image above to open the video.

Exporting Information

Exporting Information from the System
Click on the image above to open the video.

Online Statements

Online Statements
Click on the image above to open the video.

Alerts

Creating an Alert
Click on the image above to open the video.

User Maintenance

Managing User Permissions
Click on the image above to open the video.

One-Time Passcodes

Setting Up One-Time Passcodes
Click on the image above to open the video.

 
 
 

Training Webinars

Please watch these pre-recorded webinars to learn more about Heritage Direct.
Homepage and Overview
Admin and Settings
Payment Center
Reporting
Aerial view of a mug of coffee on a saucer with 2 cookies.