Transfer Money

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.

• Account type is the code associated with a Heritage account ie. S1 or L1
• BSB must be in the format NNN-NNN
• Account number can be up to 9 numerical digits
• If you are transferring to another bank, you'll also need to enter in an account name which can be up to 32 characters long

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:

• First Transfer Date (when the first instance of the transfer should occur)
• A Frequency from the 'Frequency' drop-down menu
• If you select a frequency other than 'Once-only' select how long the scheduled transfer should continue for (a specific date or indefinitely)

Next & Confirm

Once you are happy with the transfer details click the 'Next' button.

This will take you to a secondary screen to confirm your transfer details. If the Payee to whom you are wishing to transfer funds is a new payee then the next screen will indicate this and ask you to request your One Time Password to your mobile, or enter in your Pay Anyone Password to authorise the addition of the new Payee. 

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'.

You will also receive a confirmatory email if you have provided us with an email address on your account.