Switching banks can be perceived as a cumbersome process, but we offer the people and the software that will make the transition easy for you. In addition to the personal service provided by our Concierge Bankers, you can now easily transfer your payments from your old account seamlessly to your new Needham Bank account.
Transitioning your accounts can be done by a personal banker at your home or office, or independently from your home computer. Use our Switch Portal to:
- Notify auto-debit payees of your new account information
- Update your billing information for various accounts including utility companies, insurance providers, club and gym memberships, etc.
- Transfer direct deposits to your new NB account
- Close prior external accounts
The easy setup process begins once you receive your custom switch code from your personal banker during account opening. After your information is submitted through the Portal, completed account forms with all of the necessary data will be sent directly to the billers of your choosing, notifying them of the update to your billing information. If you choose to set up a Direct Deposit account through the Portal, customized forms will be generated with your new account information for you to easily submit to your deposit administrator.
To monitor the status of your switch, the Switch Portal allows you to view a listing of all the accounts currently in process as well as a confirmation notice once a transition has been completed.
And because billers can sometimes take time to process these types of requests, our Portal comes complete with a Balance Assist tool that will help you determine the balance you should leave in your previous account to ensure your automated payment can be paid in full, prior to each switch.
Have you already started your switch? Access the Needham Bank Switch Portal by clicking here to check your switch status.
Interested in experiencing the evolution of community banking? Open your account online today or schedule an appointment with your personal banker and receive your account switch code to get started.
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