Make the switch.
It’s easier than you may think.
Switching your checking account to Trailhead is easier than you may think. Just follow these simple steps and use the forms provided.
1. Open your new Trailhead checking account.
2. Switch your transactions to your new account.
Change your direct deposit to Trailhead.
For payroll direct deposit, fill out this Direct Deposit Change Form and give it to your employer’s payroll office.
Switch your automatic withdrawals to Trailhead.
Use this Automatic Withdrawal Change Form to contact any organization that you have authorized to make automatic withdrawals from your account and let them know you have switched to Trailhead.
Let outstanding checks and automatic withdrawals clear your old account.
Leave enough money in your old account to cover your outstanding checks. It may take several weeks for everything to clear.
3. Close your old account.
Once all outstanding checks have cleared your old account, ask your old financial institution to close your account and request a check for the remaining balance. You may use this Please Close My Account form to make it simple. Then be sure to shred your old checks and cut up your old ATM/Debit Card.
Now you can enjoy using your Trailhead checking account. If you have any questions about moving your checking account, please call us at 503-220-2592 or email us at firstname.lastname@example.org.