Manage Personal Settings

Accessible under the Settings menu.

This function enables you to change the format of the information being displayed by Heritage Online.

Editable Settings

The following settings are editable:

  • Start page - The first screen to be shown after login
  • Default account - The account selected by default when you login
  • Show closed accounts - If selected, 'closed' accounts will be visible (note you cannot trasact on these accounts)
  • Transaction order - Show transaction listings in date order of oldest to newest, or newest to oldest
  • Items per page - The number of transactions displayed/printed on each page when a transaction listing is viewed on screen or printed
  • Default transaction search method - The default transaction listing method (Date Range of Transaction Range).  This selection will change the next field
  • Default transaction range
    • Date range: Last N number of days worth of transactions to show or all dates
    • Transaction ange: Last N number of transactions or the indicated number of transactions in the 'Items per Page' field

Any of the above details can be changed and then 'Submit' needs to be clicked to save the details.

* Based on a $150,000 loan over 25 years. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate.