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Ever wanted to switch financial institutions but didn’t know where to begin? If so, you’re not alone. Many financial experts say the only reason people stick with financial institutions is because the prospect of changing financial institutions is too intimidating.

That’s where this guide comes in. We’ve made the process as easy as possible by answering beginner’s questions on how to switch banks, laying out all the steps in an easy-to-follow order, and even including a free downloadable guide that will make switching banks (and switching from a bank to a credit union) as painless as possible.

Why Change Your Financial Institution?

How to Select Another Financial Institution

Preparing to Transfer Accounts

How to Transfer Your Accounts

Closing Your Old Accounts

Lifehacks for Switching Financial Institutions

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