HeritageWest gives you a place to learn and grow. Financially. Responsibly.

Introducing the BALANCE® Financial Fitness Program, HeritageWest Credit Union’s newest member benefit, which gives you convenient access to tools, assistance, and online training on a wide variety of financial matters. At HeritageWest, we recognize that your financial needs and plans evolve as you make life changes and decisions.

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BALANCE® Financial Fitness Program

BALANCE® gives you access to exactly the information you need when you need it.
Access these tools and information:

  • Money Management
  • Credit and Credit Reports
  • Checking Account Management
  • Home Ownership and Home Equity
  • Automobile Loan Training
  • Financial, Tax and Investment Planning
  • Identity Theft
  • Savings and Investing
  • Higher Education and Student Loans 

BALANCE® and BalanceTrack  -- Talk one-on-one or use our online tools.

Talk to a BALANCE® counselor. A single toll-free phone call connects you with an unbiased money management specialist. You may find that many questions can be answered right on the phone. For more complex issues, you can schedule an appointment to address your needs in detail.

BALANCE® Counselors can be reached at 888-456-2227 at the following convenient hours:

  Monday - Thursday 8am - 11pm
  Friday 8am - 8pm
  Saturday 11am - 8pm

BalanceTrack Online Education Modules. HeritageWest Credit Union offers this system of personal finance education to all of its members. You can move through these online courses at your own pace to increase your financial knowledge. It’s also another great way to show that together we make a great team working to make your goals a reality.  Access your free courses today!

Enjoy the benefits of membership today!

No matter where life takes you, we’re here to help. Because once you're a member, you're always a member.