I'm a Business member. How do I login for the first time?
  1. Enter your current username and password.

  2. Enter the business’ TIN and their own (the user’s) date of birth.

  3. Next, you will go through the verification process via email, voicemail, or text and will be asked to enter 6-digit code.

  4. You will asked to update your password.

  5. Read and accepts the online banking disclosure.

  6. You’re in!

Business members cannot currently self-register. Please call our digital specialists at 844.621.2513 or Business Services at 802.747.2337. Branch Staff can also help you register.

EnrollKatye Munger
How do I view my scheduled transfers?
  1. Navigate to the “Make a Transfer” page.

  2. Select the “Scheduled Transfers” tab.

  3. Scheduled transfers will appear on this tab.

Please note: there are some types of scheduled transfers that cannot be edited with eBranch. Please call our Call Center and a Member Service Representative will be happy to help you.

I use Quicken/Quickbooks/an Intuit product to manage my finances. Is there anything I need to do prior to conversion to prepare my software to connect to the new eBranch?

Yes!

As Heritage Family Credit Union completes its eBranch conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data.

To complete these instructions, you will need your current login credentials for online banking.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Thank you for making these important changes!

Download the instructions for your version of Quicken/Intuit software:

Windows Users:

Mac Users:

Online Users:

How do I review my login/logout history?
  1. Navigate to “User Settings,” illustrated by the profile icon.

  2. Select “Activity Log.”

  3. Your login and logout history will appear here.

  4. Click on any of the items for more information. You can also sort the information by device or search the history.

SecurityKatye Munger
How do I change the security alerts I receive?

Security alerts cannot be turned off for the safety and security of your information. You can update the way you receive these important notifications.

  1. Navigate to “User Settings,” illustrated by the profile icon.

  2. Select “Alerts.”

  3. Select “Security Alerts.”

  4. Review the ways you receive these alerts.

  5. Click “Save Changes.”

SecurityKatye Munger
How do I edit the alerts I receive?
  1. Navigate to “User Settings,” illustrated by the profile icon.

  2. Select “Alerts.”

  3. Review the desired alerts and associated accounts, as well as the desired way to receive alerts.

  4. Click “Save Changes.”

Please note that there are security alerts that cannot be turned off for the safety and security of your information. Update the way you receive these important notifications by selecting the “Security Alerts” tab under alerts.

Any alerts you had set up in the previous eBranch are not able to be imported into the new system. Please review the alerts when you login.

SecurityKatye Munger
How do I update my contact information?
  1. Navigate to “User Settings,” illustrated by the profile icon.

  2. Select “Profile.”

  3. Edit the information you wish.

  4. Click “Save Changes.”

Please note that this will also change your information in our systems at Heritage.

SecurityKatye Munger
Can I view messages I have sent?

Yes!

  1. Navigate to the Message Center, indicated by an envelope icon.

  2. Select “Sent Mail.”

  3. Messages you have sent will display here.

For your safety and security, we cannot live chat (instant message) you about your account on our public website. If you would like to still communicate with us digitally regarding something specific to your membership or products, please use the message center. These messages are safe and secure and will be answered by a Financial Service Representative.

I have a question about my account. How can I contact someone at Heritage?
  1. Navigate to the Message Center, indicated by an envelope icon.

  2. Select “Create New Message.”

  3. Fill out the information you’d like to chat with us about.

Of course, you are always welcome to stop into any branch or call our Call Center at 844.621.8932, and we’d be happy to assist you!

For your safety and security, we cannot live chat (instant message) you about your account on our public website. If you would like to still communicate with us digitally regarding something specific to your membership or products, please use the message center. These messages are safe and secure and will be answered by a Member Service Representative.

How do I view messages?
  1. Navigate to the Message Center, indicated by an envelope icon.

  2. Select the “Inbox” tab.

  3. Any new messages will appear here.

For your safety and security, we cannot live chat (instant message) you about your account on our public website. If you would like to still communicate with us digitally regarding something specific to your membership or products, please use the message center. These messages are safe and secure and will be answered by a Financial Service Representative.

How do I stop payment on a check?
  1. Navigate to the “More Links” menu, illustrated by three dots (…).

  2. From the menu, select “Stop Payment.”

  3. Select the appropriate request type from the list (either “Single Check” or “Check Range.”)

  4. Select the appropriate checking account from the list.

  5. Enter the check number(s).

  6. Click “Continue.”

  7. Verify the information.

  8. Click “Confirm Stop Payment.”

Please note that you will be assessed a $30 fee.