Switch Kit
Switching your account to 1st Alliance is as easy as 1-2-3-4! (We eliminate the hassle and make your switch as easy.) In just 4 simple steps you can be on your way to better banking. Contact a Personal Banker at any of our seven convenient locations and we would be happy to personally assist you with the process from start to finish!
Step 1: Open and Start Using Your 1st Alliance Account
Visit with a Personal Banker at one of our seven convenient locations to open your 1st Alliance account. Once you have opened your account we will personally assist you with the transition.
Step 2: Create an Electronic Transactions Checklist
Review your old account for direct deposits and automatic payments. We have created a spreadsheet to help you identify your electronic transactions. Time is of the essence, we will happily assist you with this step! Bring in the last three statements from your former bank and we will lead you through the process and make the switch easy for you! Click here to download the spreadsheet and get started.
Step 3: Change Online and Recurring Deposits and Withdrawals
Change all direct deposit and automatic payments to your new 1st Alliance Account. Be sure to remember automatic payments from your debit card.
Step 4: Close your Former Account
You will need to keep your old account open long enough to allow any outstanding checks and automatic withdrawals to clear.
It's that simple!
Welcome to 1st Alliance! We hope you will take advantage of all of the great products and services we have to offer. Let us know if you have any questions or if we can help you in any way.
Our Personal Bankers are available to assist you with the entire process. Give us a call today!