Frequently Asked Questions

What data can I share from my Heritage accounts?

From 1 November 2022, you can consent to share specific data for your personal (individual and joint account) and non-personal memberships, such as transactions, savings, home loans, mortgage offsets, personal loans, business accounts and credit card accounts. You can choose to share all this information, or only certain types of data including:

Bank Account Data

  • Savings, transaction and term deposit accounts
  • Credit card accounts
  • Home loans 
  • Mortgage offset accounts
  • Personal loans
  • Closed 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
  • Direct debits
  • Scheduled payments
  • Saved payee details

Bank Customer Data 

  • Name
  • Occupation
  • Phone
  • Email address
  • Mail address
  • Residential address

Detailed Organisation Data

  • Agent name and role 
  • Organisation name 
  • Organisation numbers (ABN or ACN)
  • Charity status
  • Establishment date
  • Industry
  • Organisation type
  • Country of registration
  • Organisation address
  • Mail address
  • Phone number
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