How to Switch Banks for Nonprofits
Follow these five easy steps to switch your nonprofit accounts to Midwest BankCentre. If you have any questions, a nonprofit banking specialist is available to help.
STEP 1
Open Your Account
- Gather your nonprofit financial documents. Find the requirements below.
- Schedule an appointment or visit a branch to discuss the checking account product that best fits your needs. You may also visit Business Checking to review some of our most popular business checking accounts online.
STEP 2
Set up Online Banking & Mobile Banking
- Request a debit card and set up Online Banking and Mobile Banking.
- Apply for Remote Deposit or Business Mobile Deposit to deposit checks without having to go to the bank.
STEP 3
Schedule an appointment with a Nonprofit Business Banker to explore our Treasury Management Solutions
- Explore credit card processing options.
- Learn about ACH origination, fraud prevention, and more.
STEP 4
Setup Your Payments
- Setup Midwest BankCentre Bill Pay in the app.
- Contact companies and people you pay and give them your Midwest BankCentre account number and routing number. Use our Switch Kit Checklist to keep things organized.
- Transfer recurring automatic electronic deposits and automatic payments.
- Explore Midwest BankCentre Business Credit Cards.
STEP 5
Close Your Old Account
- Confirm your checks have cleared.
- Confirm that automatic payments and automatic deposits have moved to the new account.
- Close your old account.
Download our Switch Kit Checklist!
This easy-to-follow guide will help make the switch simple and seamless by outlining the steps for opening your account and putting it to work for you.