The Definitive Checklist for Choosing and Switching Financial Institutions

The Definitive Checklist for Choosing and Switching Financial Institutions

In this guide, we’ll lay out the steps to evaluating banks and credit unions and switching your accounts with minimal stress and disruption.

Need to switch financial institutions now, but don't know where to start? Look no further.

Switching banks is something most people do at some point in their lives. While it may be necessary, it can still be stressful. Just when you think you’ve remembered everything you need to change and update, you get a reminder that you’re still not done.

Fortunately, there are some things you can do to ease your way through the transition. We’ve created this guide to help you evaluate the banks and credit unions you’re considering and switch your account with a minimum of stress and disruption. 
 
When you’ve finished reading, you’ll know exactly what you need to do to choose a new financial institutions and switch accounts without disrupting your finances – or your life.
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The Definitive Checklist for Choosing and Switching Financial Institutions

What’s in this guide?

  • How to know when it’s time for a change
  • The key differences between banks and credit unions
  • The advantages and disadvantages of joining a credit union
  • Features to look for in a new bank or credit union
  • How to make the switch in financial institutions

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