Step 1: Open your account
- Valid ID
- Proof of address
- Your Social Security number
- $10 to get started
Step 2: Update your direct deposits and automatic payments
During the account opening process, you’ll be able to switch your deposits and automatic payments (car payments, mortgage, Netflix subscription, etc.) automatically using ClickSWITCH.
Step 3: Close your old account and transfer remaining funds
Last step: Let your old institution know you’d like to close your account (you’ll have to provide this in writing).