Card Valet

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Your Card, Your Terms

Card Valet is a service that will allow you to protect your debit and credit cards through your mobile banking device by receiving alerts and defining when, where and how your payment cards are used.

Benefits of Card Valet

1.Fraud Protection

Card Valet will give you real time alerts any time your cards are used. You can set up specific geographic locations where you card will work, and can turn your card “off” at a moments notice.

2. Control Your Spending

With Card Valet, you can set spending limits for general use or specific types (like groceries, retail, etc). This will allow you to be conscious of over spending, and stick to your budget.

3. Parent Controls

You can utilize Card Valet to manage the spending of family members that have access to your accounts. This will provide you with an easy way to support their needs, while managing their spending.

4. Review Balances and Transactions

Similar to the Heritage Bank mobile app, you will be able to monitor your finances anytime and anywhere.

How to Use Card Valet

To start using Card Valet, you will need to download it from the Apple App Store or Google Play Store. From there, you will be able to link your Heritage Bank accounts, sign up for alerts, set spending limits, disable your cards if they’re misplaced and more! If you have any questions, please give us a call!


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