#1 – Let’s cover the basics.
Log in to Online Banking, order checks and deposit slips, and start depositing funds.
#2 – Switch any recurring payments.
From automatic payments and bill pay to payroll and merchant processing, you’ll want to transfer all of this to your new account.
Use this handy organizer to help track your progress.
#3 – Notify key service providers.
Inform your accountant, bookkeeper, attorney, insurance agent, and any other business partners.
#4 – Say “goodbye” to your old account.
Once you reconcile your old account and verify that all transactions have cleared, notify your previous bank and close the account.
#5 – Make the most of it!
We're here to help with convenient options for merchant services, HR and payroll, cash management solutions, online wires, remote deposit, Positive Pay, and more!
To learn more or sign up for one of these services, contact one of our Business Banking Specialists today!