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How to Ditch & Switch Your Primary Checking Account

Switching your checking account isn’t difficult, but it does take some planning. The good news is, we’ve put together this free checklist just for you! Follow these simple steps for a smooth transition.

We know switching can be hard, but it may be worth it!

Whatever the reason you're considering switching,
our guide makes it easy:
Monthly fees
Inconvenient ATMs
Earning little to no interest
Bad customer service
Don't settle for just "OK" banking. You deserve better!
Download Our Free Guide
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What’s Inside our Free Guide?

Step-by-step guide to switch checking accounts
What to look for in a new financial institution
Helpful reminders for a smooth transition
Space to take notes
See all the info at a glance
Download Our Free Guide
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Follow these easy steps
1
Download
Enter your information and download our free step-by-step guide.
2
Follow
Use the checklist for a smooth transition.
3
Enjoy
Experience better banking with no monthly fees.
Download Our Free Guide
Download Free Checklist

The process may seem intimidating, but don’t sweat it—with the help of our free checklist, you can ensure a smooth transition to your new checking account!

Organize your finances in six steps!

Download our printable six step checklist using the form here.

Get your personal copy

Organize your finances in six steps!

Download our printable six step checklist using the form here.