How to Switch to Heritage Bank in 5 Easy Steps

heritage bank

We understand that moving all of your finances to a new bank sounds intimidating. What if you forget to change the account number on your automatic utility payment? Or your paycheck goes to the wrong location? With Heritage Bank, we’ll walk you through the process, step by step, to ensure a successful transition. Your financial future is as important to us as it is to you, and we want you to feel confident that your money is in the right hands.

With the help of our Making the Switch Checklist, you can easily keep track of everything you need to do. We have provided simple steps for you to follow to help making the switch to Heritage Bank simple, easy and user-friendly. 

To download the Heritage Bank Switch Kit, click the image below!

Heritage Bank Checklist

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