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Switch Services

We will go out of our way to make opening a new checking account and closing your old one as easy as possible.

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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.

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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
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Before you close your account(s), make sure:

  • All checks have cleared from your old account.
  • Old checks have been destroyed.
  • All debit card/ATM transactions have cleared.
  • All debit card/ATM cards have been destroyed.
  • All automatic payments have been changed to your new account.
  • All direct deposits have been changed to your new account.

Switch Services Checklist

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

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?

We're here to help.

Give us a call at 888.769.3796

Brittany Liebner
Brittany Liebner, Officer, Branch Manager, Mequon, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.