Frequently Asked Questions

Can I download my transactions to external financial software?

Yes, you can download your Heritage Online transactions to external financial software. You can download your transactions for Quicken, MYOB, MS Money, Excel and Open Financial Exchange (OFX) format. You are also able to filter your transactions before performing the download.
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Our local Australian contact centre is waiting for you. Call 13 14 22 or if overseas, call +617 4694 9000.