Current Client Services

For 130 years, Ameriprise Financial has earned clients’ trust by providing personalized, goal-based advice. As a longstanding leader in financial planning and advice, they’re focused on helping you achieve your financial goals.

Learn more about Ameriprise Financial at ameriprise.com.

Heritage Federal Credit Union is excited to announce its new affiliation with Ameriprise Financial. This new relationship is founded upon our shared commitment of putting clients first. We’re confident their depth of expertise in helping clients reach their financial goals will enhance our ability to help you reach the next step in your financial journey.

We’re excited about the new enhancements to your current Heritage Federal Credit Union experience expected to go into effect in December 2025.

• Access to a robust set of investment options
• Option for eSignature, e-delivery of your documents
• Secure mobile check deposit capabilities

Update your email address.

Over the next few months, you will continue to receive email communications with updates and any actions you may need to take. It’s important that we have the best email on record to keep you informed.

To update or verify your email address, you can:

• Contact your Financial Advisor
• Call Heritage Investments at 812.519.8240

Your new Heritage Federal Credit Union experience is expected to take place in December 2025.

There are a few things you can do to prepare for your new Heritage Federal Credit Union experience:

• Contact your financial advisor with questions - they are the best resource
• Check this FAQ page often
• Look out for future email and mail communications

• Throughout and after this transition, your relationship with your financial advisor will remain the same, they will be in the same office continuing to provide the personalized service that you have come to know and expect.
• The same is true for any other relationships you may have with Heritage Federal Credit Union – your relationships, contacts and accounts will not change.
• If at any time you have questions, you can reach out to your financial advisor, as always, they are happy to help.

• Your financial advisor remains the same before, during, and after this change; they are here to help you complete any transition actions and answer questions. 
• You can also contact Heritage Investments at 812.519.8240.

• Leading up to the transition and after, you may receive communications from Heritage Federal Credit Union or your financial advisor.
• You may also receive communications from Ameriprise Financial. Please take a moment to read through when you receive them.

• Your on-platform assets will transfer as you complete the forms with your financial advisor.

• Please note: Any accounts held with an annuity carrier or mutual fund company direct typically take longer to process through a bulk broker-dealer change. Please reach out to your financial advisor if you have any questions on this.

Yes. While your account number will change, the structure of your relationship will remain the same. Your financial advisor will be able to help explain your new account numbering should you have any further questions.

Standing bank instructions will not automatically transfer to Ameriprise Financial. Starting December 4^th, you can work with your financial advisor to sign required forms that allow us to authorize the instructions on file.

Leading up to the transition and after you may receive communications from Heritage Federal Credit Union and Ameriprise Financial via email or mail.

Ameriprise Financial will send you packet that includes instructions to register for the secure site. Once registered, clients will be able to see their account information anytime, from anywhere. 

The secure site provides a consolidated view of a client’s Ameriprise Financial accounts and allows clients to track progress toward their goals, view their portfolio and securely collaborate with their financial advisor. It offers access to online trading, including convenient market data snapshots, expert research, quotes and company information.

To download the free Ameriprise Financial app, go to the Apple App store or Google Play store and type in ‘Ameriprise Financial’. Click here to learn more.