HERITAGE DIRECT QUICK REFERENCE GUIDE

SMB 6/8/20

First-Time Login Instructions

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HERITAGE DIRECT QUICK REFERENCE GUIDE FIRST-TIME LOGIN INSTRUCTIONS

Logging In for the First Time1. Select Heritage Direct from the drop-down under Sign In.

2. Enter your Company ID and User ID and the the temporary password that was provided to you. Click Sign In.

HeritageBankNW.com | 800.455.6126 | Equal Housing Lender | Member FDIC

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Heritage Direct

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Confidential Information - Heritage Bank © 2020. All rights reserved.

HERITAGE DIRECT QUICK REFERENCE GUIDE FIRST-TIME LOGIN INSTRUCTIONS

3. Establish your security questions. These questions will be used to authenticate you when using the Forgot Password feature in the future. Click Save.

4. Create a new password.

NOTE: Red circles change to green as password requirements are met while entering new password.

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Confidential Information - Heritage Bank © 2020. All rights reserved.

HERITAGE DIRECT QUICK REFERENCE GUIDE FIRST-TIME LOGIN INSTRUCTIONS

5. Provide a phone number or email address to receive one-time passcodes (OTP) for future authentication.

6. When you enter a mobile phone number, you will be required to send an activation code to the device. Click Send Activation Code.

7. Enter the 6-digit code received in the Enter Code box and click Activate. After providing all numbers that you would like available as options to receive one-time passcodes, click Save.

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Confidential Information - Heritage Bank © 2020. All rights reserved.

HERITAGE DIRECT QUICK REFERENCE GUIDE FIRST-TIME LOGIN INSTRUCTIONS

8. Future logins: You may be challenged when logging in to online/mobile banking in the future. Challenges occur when the system detects a new device or unusual login behavior.

• Customers will be presented with the following prompt and must enter the 6-digit one-time passcode sent to their phone or email.

9. If you have any questions or need assistance please contact Treasury Management Services by phone at 844.510.4659 or email EB_Cash_Management@HeritageBankNW.com.