Frequently Asked Questions
How do I add a new payee (a new transfer destination)?
Heritage Online
To perform a transfer to a new destination, simply enter the details of the new destination into the fields provided.
The system will automatically detect that it's a new payee and ask for the appropriate authentication. This will be either a Pay Anyone Password or a One Time Password depending on your settings.
Once the payee is added you can complete the transfer as normal. To learn more about transferring money in Heritage Online you can also watch this helpful how-to video or visit the Heritage Online Help Centre.
Mobile Banking App
Adding a new Heritage or inter-bank payee in our Mobile Banking App is easy. Make sure your device is authenticated before getting started.
- Go to Move Money on the home screen or in the ☰ menu.
- Select your from account.
- Click on the Someone New button and select the type of payee you wish to add.
- Input your payee's account details and check they are correct. Press continue.
- Complete the transfer as normal.
