Switch to Fidelity Bank

A Step-By-Step Guide to Changing Banks

We’ve taken the hassle out of moving your accounts with convenient step-by-step instructions and simple-to-complete forms to make your transition to Fidelity Bank fast and easy. Gain peace of mind knowing your new account is ready to go and ensure nothing gets missed in the process.

To get started, follow the five easy steps below or download our complete switch kit.


Step 1

Open and Fund Your New Fidelity Bank Account.

We offer a variety of checking accounts to meet your needs! Visit your local Fidelity Bank branch to open an account or open an account online. Once your new Fidelity Bank account is open and your debit card is ordered, stop using your old account to let transactions clear.

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Step 2

Enroll in Digital Banking.

Digital Banking at Fidelity Bank makes banking on the go easier! Sign up for online banking and bill payment, download the Fidelity Bank mobile app, add your digital debit card to your phone’s digital wallet, setup Zelle®, and enroll in online statements.

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Step 3

Transfer Your Direct Deposit.

Contact your employer(s), your retirement plan provider(s), and any other sources of income to update your account information. If you receive Social Security payments, visit godirect.org to update where your payment is deposited. If needed, use the Direct Deposit Authorization Form to help switch your Direct Deposits.

Direct Deposit Checklist
Direct Deposit Authorization Form

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Step 4

Change Your Payments.

Identify bill payments, automatic withdrawals, and subscription services that use your old account. Then, set up your bills in Fidelity Bank’s Bill Payment service or log in to the payee account to update your information. Don’t forget to update websites or apps where you saved your old account information or debit card (e.g. Amazon, Venmo, etc.). Use the transaction checklist to help you get organized.

Transaction Checklist

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Step 5

Close Your Old Account.

Now that you transferred your direct deposit(s), your transactions have cleared your old account, and you’ve changed your payments, there’s just one more step. Contact your old bank to close your account(s). If needed, use the Account Closing Request Form to help you complete this step.

Account Closing Request Form

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Still Have Questions?

We’d love to help. Call our Customer Care Center at 1-855-547-1385 or contact your local branch.

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