How to Switch Your Checking Account

Setting up your new checking account is quick with these simple steps.

Choose your account

Learn the features and benefits of your new account.

Open your account

Work with an advisor to open your account.

Switch your services

Switch direct deposits and automatic payments to your new account.

Close your old accounts

Work with your financial institutions to close your old accounts.

A hand with a pen filling out an application

To get started:

  • Provide information on any accounts and automatic payments tied to your old checking account.
  • Provide authorizations to other financial institutions and companies where you use automatic payments.
  • Determine which accounts you want to transfer, including:
  • Checking
  • ATM/Debit Card
  • Online Banking
  • Savings/Money Market
  • Credit Card
  • Certificates of Deposit (CDs) 
  • Individual Retirement Account (IRA)
  • Health Savings Account (HSAs)
  • Safe Deposit Box
Person sitting at desk working on computer and paperwork

Before you close your account(s):

  • Make sure all checks have cleared from your old account.
  • Destroy old checks.
  • Make sure all debit card/ATM transactions have cleared.
  • Destroy all debit card/ATM cards.
  • Change all automatic payments to your new account.
  • Transfer all direct deposits to your new account.
Woman sitting with laptop and marking things off checklist

Switch Services Checklist

Forgetting anything? Download our Switch Services checklist to identify all services that may need your new account information.

DOWNLOAD PDF Download the switch service checklist PDF to help you start switching your checking account.

We can also help you with...

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Online & Mobile Banking

Manage your money on the go by downloading our mobile banking app. Check account information, transfer money or even deposit checks using your phone's camera.

LEARN MORE about online and mobile banking options.
Have Questions?

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Give us a call at 888.769.3796

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Michelle Van Engen
Michelle Van Engen, AVP Branch Manager, Kenosha, WI

Your Trusted Partner for Life's Biggest Moments

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