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Contact with UsOpening an account with Heritage Finance requires a one-time opening fee of $100. This fee helps ensure each client receives a personalized onboarding experience, access to our dedicated advisory team, and full integration into our secure digital platform. Unlike traditional institutions, we do not charge hidden monthly maintenance fees — your initial investment goes directly toward setting you up for long-term financial success. Once your account is active, you’ll gain access to exclusive investment opportunities, detailed market insights, and tailored financial strategies. We believe in building value from the start — and that starts with a strong foundation.
Through a Financial Advisor or Relationship Manager Process: If you're opening a more complex account (e.g., a business account, trust account, or high-net-worth individual account), you may meet with a financial advisor or relationship manager who can guide you through the process and help with the paperwork. Requirements: You will be required to provide personal and financial details, and the advisor will help you navigate any special requirements.
Yes. You can securely transfer funds to other banks via wire or ACH. For large or international transfers, extra verification may be required.
No, we don't provide our account holder's information to any third-party organization.
To apply for a loan, simply start by submitting a loan request through your Heritage Finance account or speak with one of our advisors. We’ll guide you through the application, review your eligibility, and tailor a loan package that fits your financial goals.