Switch My Account
EASIER THAN EVER
Welcome to CharterBank!
Switching to CharterBank is easier than ever. Our switch kit contains everything you need to make this transition quickly and easily. Together, we can walk you through the process and get you started on the path to financial success and your pursuits of happiness.
Change your direct deposits and automatic payments to your CharterBank account by simply completing these forms and submitting them to the appropriate organization.
Close your old account!
Fill out and send the Closure Authorization Form to your old bank and that’s it!
Should you have questions or need assistance with the switch, we are more than happy to help! Visit any of our branches or call our Customer Service line, 1-800-763-4444 or email us at firstname.lastname@example.org , during regular business hours.
When preparing to open an account with CharterBank, please bring one of the following forms of personal identification with you:
• Valid Driver’s License
• State ID Card