This function will allow you to electronically transfer funds from one of your account to another account; either within your membership, to another membership or to an account at another Australian financial institution.
How to set up transfers on your Heritage account
Go to Transfer > Transfer Money and complete the following details:
From Account |
Select which account you would like money to come from. |
Payee |
Select which account you would like to pay money to. |
If you'd like to add a new payee, key in the new account number and BSB or Account Type.
|
Save payee? |
Select whether you wish to save the payee to your list of Heritage Interbank Payees to make it quicker next time. |
Amount* |
Enter in the amount you wish to transfer. |
Reference |
Enter in a reference for the transfer. |
Perform Transfer* |
Select whether you would like to perform the transfer 'Now' or 'Later'. If you choose to 'Transfer Later' you will need to select:
|
Next & Confirm |
Once you are happy with the transfer details click the 'Next' button. |
Transfer Complete |
When the transfer is successfully completed, a receipt page for the transfer will be shown with a green message saying ‘transfer successful’. If you chose to 'Transfer Later' the transfer will not have happened but will have been 'Scheduled'. |
How to set up automatic transfers to a Heritage credit product
You can set up transfers to a Heritage credit product that will automatically calculate your repayment amount:
Optional Payment Instructions |
For Credit Card or Line of Credit accounts: |
You have the option to choose one of the following repayment types, if funds are available in your account:
|
For a Personal Loan or Home Loan: |
You can set to 'pay the current repayment amount, on the date you choose'. This will divide your required monthly payment by the frequency of repayments you have selected. For example: If your monthly repayment is $2000 and you have selected the ‘Weekly’ payment option, your payment per week will be set to $500; the monthly amount divided by four. Note:
|
How to manage your scheduled transfers in Heritage Online
Get started with internet banking, manage your details, view statements, transfer money and manage your passwords.