Switching to Heritage Bank is Now Easy, Safe and DONE in minutes. So many of our customers tell us they would have moved to Heritage Bank sooner if they’d known how different banking could be and if switching wasn’t such a hassle. With ClickSWITCH, the hassle is history.
*Setting up ClickSWITCH is generally very simple and fast. Occasionally, there are complications that require a little more time. However, switching is usually still faster and easier than the traditional method.

ClickSwitch Why Heritage Button

ClickSwitch Before After

ClickSwitch Get Started

Visit a branch and a Heritage Banker will assist you with the following steps.

• Open a new Heritage Bank account.
• Work with a Heritage Banker to gather information and start the switch process.
• Use the switch track code your Heritage Banker provides, log into the ClickSWITCH portal to
update any necessary missing information, including recurring payments and direct deposits
to Heritage Bank.

Please contact your Heritage Banker for assistance.

IMPORTANT: Please leave your old account open for 30 days. Our switch service will automatically send an account closure notice and change of account form to your previous institution; however, it may take up to 30 days for all switches to be completed. We encourage you to contact your bank directly to ensure they will accept the account closure letter or if they require something additional from you.
ClickSwitch Automated Payments
An automated payment (or ACH) is a regular, ongoing payment that is initiated from your bank account, such as a monthly insurance bill, utility payment or automobile loan payment. Use the checklist below to organize the transfer of your automatic payments to your new account. Take into consideration any annual payments that you may have set up as a deduction.
• Electric
• Mortgage/Rent Payment
• Gas
• Automobile Loan/Lease
• Water Department
• Store Card
• Telephone
• Home/Rental Insurance
• Mobile Phone
• Automobile Insurance
• Cable Service
• Life/Health Insurance
• Auto Club (AAA)
• Charitable Donations
• Health Club
• Other Loans
• Credit Card
• Other

ClickSwitch Download Checklist


Already registered with a Heritage Banker? Click here to log into the ClickSWITCH portal.