Breaking Up With Your Financial Institution?


Finding a new financial institution can feel like a huge to-do. It’s easy to become overwhelmed by the thought of moving all of your accounts, direct deposits, and automatic payments. But with the right support and guidance, changing financial institutions can be a smooth, straightforward, and rewarding process. Download this free guide to get started with step-by-step support and ease!

What's Inside

  • What to search for in a future financial institution 
  • How to identify and update automatic payments and direct deposits
  • How to open a new checking or savings account 
  • How to close your old account 
  • Printable charts to compare financial institutions, track payments/deposits, and collect new account information

Don't let the fear of switching financial institutions hold you back from finding a better financial institution! Download our free guide today and get started on your journey toward financial freedom.

Your Step-by-Step Guide to Switching Financial Institutions