Personal

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.

Step One:

Find a CharterBank Checking Account that’s right for you.

To open an account, click here or stop by one of our convenient locations

Step Two:

Stop using your old account and move your Automatic Payment and Direct Deposits to your new CharterBank account.

Change your direct deposits and automatic payments to your CharterBank account by simply completing these forms and submitting them to the appropriate organization.

Step Three:

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 internetbanker@charterbank.net , 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

• Passport

IN THE NEWS

CharterBank announces the Swipe and Drive Event.

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SHAREHOLDER INFORMATION

We are publicly traded on the NASDAQ under the symbol CHFN.

BANK INFORMATION

Routing Number: 261170876
NMLS Number: 171639

FDIC Equal Housing Lender
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