Frequently Asked Questions

Question:

Who can use the Financial Institution Switch Kit?

Answer:

Any financial institution that would like to allow customers/members to switch accounts easily. The customers/members simply go online to your web site and fill out a series of questions and the form generates multiple letters and a check list - so nothing is forgotten.

Question:

Do our customers/members have to have a Direct Deposit or Automatic Payment (ACH) to use the Switch Kit?

Answer:

No, your customers/members can use the Switch Kit for transferring funds from a current account to a new account. They may switch their Direct Deposit and Automatic Payment (ACH) at the same time through the  Switch Kit, but this step is completely optional.

Question:

Is the customer/member secure?

Answer:

Yes, your information is encrypted with industry standard 128 bit encryption.