Heritage issuing statements for all Term Deposit and Passbook accounts

3 May 2023

Heritage is now issuing periodic statements for all active Term Deposits and Passbook accounts.

From this week, members with a Term Deposit or Passbook account will begin receiving statements in the mail covering a six-monthly period.

We’re introducing this change to improve the way you’re able to view and monitor your account transactions.

Importantly, these statements will be issued at no cost to you and there is no change to your account features or access methods.

If you’d like to request a listing of transactions prior to the start of this statement, or if you have any questions about this change, we’re here to help.

Call our Queensland-based Contact Centre on 13 14 22 (24 hours, 7 days), email info@heritage.com.au, or visit your nearest Heritage Bank branch. 

FAQs

Why am I receiving a statement for my Passbook or Term Deposit account?

Passbooks 
Heritage is required to issue a statement on a passbook account if it has not been presented to branch within a specified period of time. As a result of this requirement, Heritage will commence issuing six monthly statements on all passbooks accounts backdated to 2 January 2022. Accounts that were previously statement accounts and converted to passbook accounts may receive statements dating back further.

Term Deposits 
Heritage is required to provide a formal record of transactions that occur on Term Deposit accounts, and as such have decided to issue a statement for these accounts to ensure members receive all this information. We will commence issuing six monthly statements on all Term Deposit accounts backdated to 2 January 2022, however, members can opt to receive statements more often if they wish.

Will my Passbook still work when I attend my local branch?

Heritage has made sure not to impact the functionality of your Passbook in making this change. You will still be able to go to your local branch, update your Passbook and use it as you previously had. 

What if I no longer want to keep my Passbook and just receive statements? 

You can convert your Passbook account to eStatements via your internet banking under Services. Alternatively, you can attend your local branch or call our 24/7 Contact Centre on 13 14 22 to convert to paper or e- Statements.