Switch to Heritage

Our customers are the most important thing to us and we do everything we can to help them save money, so why not make the switch today? You can open an account online right now and be banking with Heritage in minutes – OR, visit one of our 100 branches and mini branches around Queensland. Find your nearest branch.

Whether you’re looking for a value-packed everyday transaction account that will save you money, or a savings account to help get you closer to your goal, Heritage can help. Open one of our four most popular transaction and savings accounts, or you can read more and compare all 12 of our personal bank accounts here.

Simply Access

An everyday transaction account designed for day-to-day use.

Online Saver

For serious savers, this online only account has a high interest rate.

Target Bonus

A savings account that encourages you to save and rewards you when you do.

Money Manager

An access and term investment account combined into one.

Switch your direct debit and credit details over with one form

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 switch@heritage.com.au and we’ll help you take care of the rest.

How does it work? 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.

Other handy forms to help you switch

To help you move your existing direct credit or direct debit authorities to Heritage yourself, we have developed a simple letter generator. Fill out your details in the online letters below then choose “Create Letter”. A letter will automatically generate that you can print and send to third parties to advise of your new Heritage account details.

What you'll need:

  • Your new Heritage account details
  • Details of your regular direct debits and credits
  • Your old account details

Direct Credit Letter

Advise a third party of your new account details so that funds can be credited into your account eg. Share dividends

Direct Debit Letter

Advise a third party of your new account details so that funds can be debited from your account eg. Monthly insurance.

Salary Crediting Letter

Advise your employer of your new account details for salary crediting, it's easy and will only take 5 minutes.

* 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.