Moving your financial life to a new institution can feel overwhelming. Our interactive Switch Kit guides you through every step—tracking direct deposits, updating payments, and generating all the documents you need.
Start Your SwitchThe most stressful part of switching banks? Forgetting an automatic payment. We help you catch everything.
List every income source—employer, Social Security, pension—and get a ready-to-submit direct deposit form for each.
Mortgage, car payments, insurance, utilities—bills that draft from your bank account. We generate authorization letters for each.
Get pre-filled letters you can print, sign, and send. No need to figure out what to write or what info to include.
Track your progress with a checklist. Mark items complete as you go—your progress saves automatically.