Video Advisor

Live Service from Anywhere.

Get face-to-face American Heritage service on your smartphone, tablet, or computer with Video Advisor. Can't get to a branch but need more assistance than a simple phone call can provide? No problem. Video Advisor connects you to one of our helpful Member Representatives to assist you with all of your account needs and questions.

Perform these services and more with Video Advisor's live video chat feature:

  • Become a member
  • Set up a new account
  • Apply for a loan or credit card
  • Check loan application status
  • Check mortgage rates and apply
  • Electronically sign documents
  • Learn about and set up our other eServices

Available Hours

Monday - Friday 8:00 AM - 7:00 PM
Saturday 9:00 AM - 3:00 PM
Icon of computer with a man on it for a video call.
You can use Video Advisor with your computer's internet browser if you have webcam and microphone use enabled. If using your smartphone or tablet, you must download the Video Teller app to use this feature. 
 
Apple Store   Google Play Store   
 

Frequently Asked Questions

What happens if I don't have a webcam or camera phone? Can I still use this service?

A camera is required to use Video Advisor. At the beginning of each call, the app will automatically configure your camera and audio settings. If you attempt to use this service without video, you will get an error stating "No camera detected."

Do I need to schedule an appointment for a virtual meeting?

Appointments are not necessary — you can request immediate service at any time! Though if you do wish to have a scheduled date and time in advance, we can create a meeting request on your behalf and send the details via email. Contact us at 215-969-0777 for assistance in this matter.

What documentation should I have prepared in advance of initiating a video interaction?

It's always a good idea to have your valid state-issued identification on hand in the event our records need updating. Otherwise, we'll let you know during the interaction what else you might need to accomplish your request.

Will my account joint-owner be able to participate in a video interaction as well, even if we aren't physically together?

We can send your joint owner(s) the meeting coordinates via email and they can join on their own device, wherever they are!
 
Video Teller

Ready to give Video Advisor a try?

Have your device with webcam and microphone enabled ready to video chat. We can't wait to serve you!

Stay in control with our other eServices.

It's easy to manage your account at home and on-the-go with our online banking tools.