Welcome to the Heritage online broker accreditation process. Applying to become an accredited broker with us 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.
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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.
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Step 4
Once your Aggregator sends us all the required accreditation documentation, our Broker Support 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