Adding a Nominated Representative

Before sharing your CDR data for a non-personal membership, the account must nominate at least one individual as a Nominated Representative. To nominate your representative, please print, fill-out, and sign this Nominated Representative Form for Non-personal Memberships and email it back to openbanking@heritage.com.au.

Once this has been processed, you should be able to connect your Heritage Bank business account to Lumi.