Frequently Asked Questions

What data can I share from my Heritage accounts?

From 1 July 2021, you can consent to share specific data for your individual Personal and Credit Card Accounts. You can choose to share all this information, or only certain types of data.

Basic Bank Account Data

  • Personal accounts
  • Credit card accounts

Bank Transaction Data

  • How many transactions you've done in a period of time
  • Any loan repayments
  • Any cheque bounces
  • Minimum balance with account
  • Incoming transactions
  • Outgoing transactions

Bank Customer Data

  • Account name
  • Bank and branch name
  • Account type 

In future releases, you'll be able to share more data such as information on joint accounts, direct debits, scheduled payments, your regular payees, recurring account and payment details and closed accounts.

More help