Change your account

Most accounts can be easily changed to another account type online. Accounts you can switch from online:

If your account is not this list - not to worry! Simply call us or visit a branch and we’ll be happy to help you make the change.

Accounts you can switch to online: 

If you already know which account you'd like to switch to on this list, go to step 3.

Need help finding a better account? Speak with an adivisor to help you choose the account that is best for you. You may also review a summary of our Account Fees at a Glance.

If the account you'd like to change to is not on this list, or if you need help deciding which account is best for you, call us or visit a branch.

Good news: your account number will stay the same. This means your pre-authorized payments and deposits will not be impacted.

Online: Confirm that your current account and the account you'd like to change to are eligible for online change. Follow the steps below:

1. Log in to Globalheritage Trust OnLine or Globalheritage Trust Mobile App
2. Select your account you'd like to change
3. Select “Manage”
4. Select "Change account type"
5. Choose your current account
6. Choose your new account type

Once you confirm your selections, you will receive a reference number.

E-Mail: Contact us at  mailto:info@globalheritagetrust.com if your account is not eligible to switch online or if you need help choosing the account that is right for you!

Branch:  Book an appointment with a Globalheritage Trust advisor if your account is not eligible to switch online or if you need help choosing the account that is right for you!

Once you request the change, you will receive the Disclosure of Interest Rate, Fees and Charges, Terms & Conditions, and other applicable documents in an electronic format.

Your account change will be completed within five business days. 

Note: Your application will be saved for 30 days to your Applications in Progress².