Online ServicesSwitch Kit
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Think that switching banks should be easy? We're with you. At Castle Bank, we're committed to making the transfer of your banking relationship quick, convenient and easy. To get started, follow the steps below:
Step 1: Open a New Account
Step 2: Get Organized
- Use our Switch Kit Checklist to keep your finances in order during your transition. Keep track of outstanding check payments and upcoming automatic debits or credits to your account.
Step 3: Close your old account(s)
Once your new account is activated with Castle Bank, you can begin closing your old accounts(s). You will want to stop actively using your old account and make sure that all check payments and transactions have cleared. Contact your previous bank to withdraw any remaining funds and discuss account closing procedures.
You will be notified once your account setup is complete. After that, you can begin using your account immediately.
If you prefer, a Personal Banker will be happy to assist you in completing your transition to Castle Bank. Please stop by one of our convenient locations, or call 800-990-5713.
