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You'll progress through the tool in three steps:
1. Gather bank activity. We look for items that will need to be changed when you switch banks, such as direct deposits and automatic payments.
2. Choose what to switch. You select the Billers and Depositors you want included in your Switching Checklist based on the items compiled in Step 1.
3. Print your Switching Checklist. Then, we generate a printable document (PDF format) with everything you need to change banks. You can use your Switching Checklist whenever you want.
This tool will help you switch banks by gathering all the instructions and forms for transactions you'll need to switch (i.e., Direct Deposits, automatic payments). In less than 10 minutes, we'll generate a personal Switching Checklist (PDF format) that you can print and use when you're ready.
FindABetterBank empowers you to find a better bank, but switching is up to you. We look at your banking activity to identify what you'll need to do to untangle yourself from your current account. We provide you with a personal Switching Checklist to use whenever you want.
Yes, the tool we developed to help you switch banks must analyze your banking activity to create your Switching Checklist. Since this information is personal, we follow strict security standards to protect your information.
Yes. We follow strict standards to protect all personal information submitted to us.