Still need to find a new account? Start here.

Take the first steps.

Checking Accounts

Leave enough money in your old account to cover any outstanding checks or electronic payments

Savings & CDs

Receive ATM/debit card and checks for your new account

Find a Credit Union

Destroy old ATM/debit card and checks

Not all checking accounts are created equal. Compare fees and features with NerdWallet.

Don't let your money sit helpless in a low yield account. Find the highest rates for your savings.

Looking to trade in your bank for a local not-for-profit credit union? Find out which you are eligible to join.

>>

Whichever option you choose, make sure to deposit enough to cover the minimum balance and avoid fees. Stop using your old account, but don't close it just yet.

Got your account?

Do you use direct deposit?

>>

Make sure your income is going to the right place before you sort out the bills.

Yes

V

>>

Do you have any automatic payments?

We'll walk step-by-step through all the possibilities so you don't miss a thing.

- Utilities

Phone

Gas

Electric

Water

Garbage

- Home & Finances

Rent / Mortgage

Insurance

Credit Card

Tuition / Student Loans

Other Loans (Auto, etc.)

- Entertainment & Other

P2P: PayPal, Dwolla, etc.

Online Buying & Selling

iTunes

>>

Almost finished...

Wait for 1 month until all outstanding checks and automatic payments have cleared your old account.

Close your old account.

Receive check or electronic transfer of remaining funds.

Blank

Phone

Phone

Phone

Phone

Phone

Phone