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Switching a checking account from one financial institution to another can be a real hassle. In fact, it can be such a huge undertaking that we often choose not to do it, in spite of our unhappiness with our current financial institution.

Well…we want to take the hassle out of switching and bring your “happy” back.  With our Switch Kit, you have all the tools you need to make the switch a smooth one.  And if that’s not enough, we’ll do all the work for you, if that’s your preference.  Pretty smooth, right?

Step-by-Step Checklist

ACH Checklist

Direct Deposit Set-Up

Automatic Payment Request Letter

Account Closure Letter

Authorization To Release

If you have questions or need assistance, please contact us at 406.761.2880 or 1.800.772.4343.