Switching accounts from another financial institution to Beginnings Credit Union is even easier!
Free | Convenient | Fast | Secure
Switch Deposits+ helps you move automatic payments and direct deposits from one account to another all in one place without having to fill out paperwork.
What can you use Switch Deposits+ for?
- Moving a checking or savings account from another financial institution to Beginnings Credit Union
- Consolidating accounts for life events like marriage or retirement
- Setting up new deposit sources from life events like a new job or retirement
- Separating accounts for special accounts or for life events like divorce
Directions
- If you have not already, enroll in Beginnings Digital/Mobile Banking.
- Then click on the Switch Deposits+ tile
- Switch Deposits+ will help you identify existing automated payments and direct deposits to be switched, like:
- Direct Deposits (Paycheck, Investment Income, Retirement Income, Social Security...)
- Utility Bills
- Loan Payments
- Entertainment/Memberships (Streaming Service, Gym Membership...)
- Insurance
- Submit each switch
After you submit each switch, you can:
- View the progress and details of your requested switches
- Track and confirm when your account has been switched to Beginnings Credit Union
- Initiate the closure of your previous account