Heritage Client Account Access

Our goal to make accessing your accounts as user-friendly as possible. However, there can be “glitches” that happen when using technology. For example, financial regulations require very high security that will log you out automatically after 45 days. If this happens, you will need to reset your password.

If you have trouble logging in, do not hesitate to reach out to Laura, our operations assistant. She will be happy to help you troubleshoot issues.