Business Switch Kit
Get started in a few easy steps.
Whether you’re building the foundation of a new business or you’re ready to take your company to the next level, you need a trusted partner who understands your unique needs and has the right solutions to help you reach your goals. Your business is personal. So is our approach to business banking.
Take advantage of our Business Switch Kit to make the transition easier. Download the full kit below or follow the listed steps to complete your transfer to Fulton Bank.
Download our Business Switch Kit
Our Business Switch Kit is a simple and easy to use PDF document with complete instructions and suggestions for moving your banking relationship. In addition to a helpful checklist, we’ve included letters and templates that you can customize to your individual needs.
How to get your business started with Fulton Bank:
Step 1: Begin using your new Fulton Bank business checking account
Now that you’ve opened your new account, it’s time to get started on the basics. Online banking access is a great place to begin, and business customers are automatically mailed a User ID mailer and PIN upon opening a new account.
Step 2: Suspend use of your old business account
Keep your old account open and appropriately funded until all outstanding checks have cleared and all of your automatic payments and transactions have switched over to your new Fulton Bank account.
Step 3: Switch your recurring payment activity
Automatic payments (typically ACH transactions) are a convenient way to receive and send funds, and you’ll need to redirect them to/from your new Fulton account.
Step 4: Notify your key professional service providers
Inform your key consultants — accountant, bookkeeper, attorney, insurance agent, etc. — of your switch to Fulton Bank, providing information about the account as appropriate for their needs.
Step 5: Close your old account
Once all of your checks have cleared, and all automatic payments and direct deposits are successfully being deducted or credited from your new Fulton Bank account, it’s now time to close your old account.
We're here to help
If you have questions or need more information about switching your account, call us today. Our customer service representatives are available Monday through Friday 7:00 a.m. to 8:00 p.m. and Saturdays 8:00 a.m. to 3:00 p.m.
To speak with a customer service representative.