Manage scheduled transfers

Heritage Online Help Centre

How to

If you'd like to manage your scheduled transfers, log in to Heritage Online to get started.

Go to the Transfers menu and select Manage Scheduled Transfers

You will see a list of your scheduled transfers that you have set up in Heritage Online.

Note: This will not show your Direct Debits, which are payments you've set up with other companies who deduct money from your account.

Modify a scheduled transfer

You can modify the following details by clicking More Options > Edit:

  • Amount
  • Next Transfer Date
  • Frequency
  • End of Transfer/Last Transfer Date

Adjust any of the above fields and then select Submit to proceed to the confirmation page. Review the changes and select Confirm if the changes are correct.

Delete a scheduled transfer

To delete a scheduled transfer go to More Options > Delete

Confirm that you'd like to delete the selected payment and select Yes

Note: If you close your access to internet banking, any scheduled payments that you have set up within Heritage Online will also be removed.

Set up a new scheduled transfer

To learn how to set up a new scheduled transfer, visit our Transfer Money help guide.

Our Contact Centre is here to help you with internet banking, account troubleshooting, card management and lots more.

Call our internet banking support line on 1300 722 767 or tap here for live assistance.