Navigating the System

By following the prompts provided, you’ll quickly learn to navigate the Telephone Banking System with ease. You might find it helpful to follow along with this chart the first time or two.

Main Menu
1. Account Information
2. Product Information
3. Banking Hours
4. Product Promotion
8. Change PIN
9. Exit

Account Information Menu
Select whichever account you would like to access now according to the prompts. You will be able to choose from all of the deposit and loan accounts attached to the social security number you logged in with.

Accessing You Checking Account Information
1. History of Transactions
2. History of Deposits
3. Check Status Menu (search by check number or dollar amount)
4. Transfer Menu
5. Year to Date Interest
9. Return to Account Menu

Accessing Your Savings Account
1. History of Transactions
2. Deposits
3. Transfer Menu
4. Year to Date Interest
9. Return to Account Menu

Accessing Your Loans
1. History of Transactions
2. More Information (Year to Date Interest, Last Payment Date, Payoff Amount, Due Date, Maturity Date)
9. Return to Account Menu

Accessing your CD Information
1. Account Information (Year to Date Interest, Last Year’s Interest, Accrued Interest, Last Interest, Last Payment Date, Maturity Date)
9. Return to Account Menu

If at anytime you would like to hear the menu options repeated, simply press the * key on your touch tone phone.

We hope you enjoy the convenience of our free Telephone Banking line. If you have any questions, please contact your nearest Heritage Bank office.