American Heritage Legacy - Checking & Services

American Heritage Legacy Club is a checking account services for our members 60 years and older. The American Heritage Legacy Club benefits include bonus rates on investments and information to guide your financial planning. MORE

Your Legacy Club account brings a range benefits:

View Legacy Club Rates

To enroll in Legacy Club:

Visit your local American Heritage Branch.
Call American Heritage (215) 969-0777  (8 a.m. to 6 p.m., Monday – Friday except holidays)
Phone outside the Philadelphia area: (800) 342-0008

American Heritage Investment & Retirement Center

The American Heritage Investment & Retirement Center (IRC) helps our members organize their financial life and plan for the future. With IRC, you have access to a wide variety of financial management services at one location. MORE

The IRC programs include:

  • Investment Planning
  • Life Insurance
  • Retirement
  • Mutual Funds
  • CD Alternatives
  • IRAs (Traditional and Roth)
  • Rollover / IRA Transfers
  • Fixed and Variable Annuities
  • Conservative Investments

Your IRC representative is a good listener, and will review your needs and goals and make recommendations. IRC also offers educational workshops.

To learn more, contact a representative at the American Heritage Investment & Retirement Center. The consultation is free.

See IRC contact information.

About IRC:

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.