Broker Accreditation

NOTE:  Current Service Level for new accreditations is 10 business days from receipt of accreditation request from Aggregator

Welcome to the Heritage Bank online broker accreditation process.  Applying to become an accredited broker with Heritage Bank is easy and should take you less than 20 minutes.

Step 1

Watch the video below which will tell you everything you need to know about our great range of products and services.

Step 2

Click on 'Start Your Accreditation Now' and complete the short quiz that follows. Once you have received 100% pass rate you'll be linked to our Broker Accreditation/Transfer Form.

Step 3

Once the form is complete, you'll receive an email with a copy of your form and further instructions on how to proceed with your accreditation.

Step 4

Once your Aggregator sends us all the required accreditation documentation, our Broker Operations team will then finalise your accreditation. We will provide you with a welcome letter that includes all the information you need when dealing with Heritage Bank.

If you need any help with the accreditation process please do not hesitate to contact brokerenquiries@heritage.com.au.