What is a customer-owned bankLearn more
Heritage’s ‘Tick and Flick’ process allows you to begin switching over all your direct debits and credits with one simple form. Once you’ve opened an account, download the Switch form, fill out your details, email it back to firstname.lastname@example.org and we’ll help you take care of the rest.The ‘Switch of Regular Payments Arrangements’ form tells your old bank to give Heritage a list of your regular payments. We give the form to your old bank (so you don't even have to talk to them) and they give us the list back within five days. We then confirm which payments you want to switch over and send the revised list back to your old bank. Your old bank will then provide your new Heritage bank account details to organisations on your behalf.
|Home Advantage Package from|