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Switching to Pathway Bank is easier than you think.
We've created our Personal Banking Switch Kit to make moving your checking account as simple as possible. Inside you'll find helpful checklists, forms, and resources to guide you through each step. Download the Switch Kit below, and if you have questions along the way, our local team is just a phone call or branch visit away.
STEP 1
open your new account
open your new account
Open your new Pathway Bank checking account, order your debit card, and enroll in Online & Mobile Banking.
STEP 2
DOWNLOAD THE SWITCH KIT
DOWNLOAD THE SWITCH KIT
Our Switch Kit includes the forms and checklists you'll need to move your banking relationship with confidence.
STEP 3
MOVE DIRECT DEPOSITS
MOVE DIRECT DEPOSITS
Use the Direct Deposit Change Request included in the Switch Kit to update recurring deposits.
helpful tips
STEP 4
UPDATE AUTOMATIC PAYMENTS
UPDATE AUTOMATIC PAYMENTS
Move recurring payments such as utilities, insurance, subscriptions, loans, and credit cards using the included form.
common payments
STEP 5
TRACK YOUR PROGRESS
TRACK YOUR PROGRESS
Keep track of completed deposits and automatic payments with the included Deposit & Payment Tracker.
Tracking Tips
STEP 6
CLOSE YOUR OLD ACCOUNT
CLOSE YOUR OLD ACCOUNT
After all transactions have transferred, use the Account Closing Authorization to close your old account.
before you close
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Personal Loans






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