Posts in Additional Accounts
How do I add an additional or external account?

When you are in eBranch, navigate to the “Make a Transfer” tab.

Select “+Add an Additional Account.”

For an account outside of Heritage Family Credit Union:

  1. Make sure to have your account and routing number before starting.

  2. Select “Another Institution” from the drop down.

  3. Use the search feature to select your financial institution, change the sort to alphabetical or reverse alphabetical, or simply scroll through the list.

  4. If you find your institution, select it. If your institution is not listed, select the “I can’t locate my financial institution option.

  5. Enter the routing number, account number, and then confirm your account number.

  6. Select the account type (Checking, Savings, or Loan) from the list.

  7. Click the “Connect” button.

To connect another account at Heritage Family Credit Union:

  1. Make sure to have the account number (in 12345678-01 format), as well as the primary member’s first and last name before starting.

  2. Select “A Member of Heritage Family Credit Union” from the drop down.

  3. Read and accept the disclosure.

  4. Enter the primary member’s first name, last name, an account nickname, and the account number. Make sure the account number is formatted with the share or loan prefix (ex. 12345678-01). The member can look up this information under the details of their account after logging into eBranch.

  5. Select the account type (Checking, Savings, or Loan) from the list.

  6. Click the “Next” button.

After the connection has been verified, you will be able to transfer money to the account you set up or transfer money from the set up account, which includes using the account for paying your loans/credit card/or mortgage at Heritage Family Credit Union.

Can I pay my loan/credit card/mortgage from an account at another institution on eBranch?

Yes!

When you are in eBranch, navigate to the “Make a Transfer” tab.

Select “+Add an Additional Account.”

For an account outside of Heritage Family Credit Union:

  1. Make sure to have your account and routing number before starting.

  2. Select “Another Institution” from the drop down.

  3. Use the search feature to select your financial institution, change the sort to alphabetical or reverse alphabetical, or simply scroll through the list.

  4. If you find your institution, select it. If your institution is not listed, select the “I can’t locate my financial institution option.

  5. Enter the routing number, account number, and then confirm your account number.

  6. Select the account type (Checking, Savings, or Loan) from the list.

  7. Click the “Connect” button.

To connect another account at Heritage Family Credit Union:

  1. Make sure to have the account number, as well as the member’s first and last name before starting.

  2. Select “A Member of Heritage Family Credit Union” from the drop down.

  3. Read and accept the disclosure.

  4. Enter the member’s first name, last name, an account nickname, and the account number.

  5. Select the account type (Checking, Savings, or Loan) from the list.

  6. Click the “Next” button.

After the connection has been verified, you will be able to transfer money to the account you set up or transfer money from the set up account, which includes using the account for paying your loans/credit card/or mortgage at Heritage Family Credit Union.