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Please be advised that routine maintenance is scheduled for Sunday, March 5th from 7:00am to 5:00pm EST. During this time access to our Secure Site may be intermittent.
Please be advised that due to scheduled maintenance, our Secure Site and Online Services will not be accessible between 7:00 A.M. to 9:00 A.M. EST on Thursday, June 1 2017.
We regret any inconvenience this may cause and appreciate your understanding.
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We’re Moving

As a result of a subscriber vote held on May 6, 2021, your Heritage RESP and account have been transferred to Knowledge First Financial.

This means that you will no longer be able to use the Heritage secure site for your education savings needs.

Instead, we ask that you register a new account on Knowledge First Financial’s secure site to manage and review everything to do with your plan.

To create an account, please click the button below and use your pre-existing Heritage agreement number when prompted. This number will stay with you along with your education savings journey, even through the plan transfer.

Once registered, all information from your Heritage account will be automatically ported over to your new Knowledge First Financial account.

If you have any questions or need help setting up your account, our Customer Care team is always here to help. They can be contacted by phone at 1.800.363.7377 between 9 a.m. and 8 p.m. Monday through Thursday, and on Fridays from 9 a.m. to 6 p.m EST.