Frequently Asked Questions

What data can I share from my Heritage accounts?

From 7 July 2022, you can consent to share specific data for your individual transaction, savings, home loan, mortgage offset, personal loan 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

In future releases, you'll be able to share non-individuals, partnerships, nominated reps and secondary users data.

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