Business Switch Kit

Whether you’re building the foundation of a new business or you’re ready to take your company to the next level, you need a trusted partner who understands your unique needs and has the right solutions to help you reach your goals. Your business is personal. So is our approach to business banking.

Take advantage of our Business Switch Kit to make the transition easier. Download the full kit below or follow the listed steps to complete your transfer to Broadx Finance.

How to get your business started with Broadx Finance:

Step 1: Begin using your new Broadx Finance business checking account

Now that you’ve opened your new account, it’s time to get started on the basics. Access to online banking is a great place to begin. We offer flexible options to meet your business online needs. Let's connect to establish the best option for you!

Step 2: Suspend use of your old business account

Keep your old account open and appropriately funded until all outstanding checks have cleared and all of your automatic payments and transactions have switched over to your new Broadx Finance account.

Step 3: Switch your recurring payment activity

Automatic payments (typically ACH transactions) are a convenient way to receive and send funds, and you’ll need to redirect them to/from your new Fulton account.

Step 4: Notify your key professional service providers

Inform your key consultants — accountant, bookkeeper, attorney, insurance agent, etc. — of your switch to Broadx Finance, providing information about the account as appropriate for their needs. 

Step 5: Close your old account

Once all of your checks have cleared, and all automatic payments and direct deposits are successfully being deducted or credited from your new Broadx Finance account, it’s now time to close your old account.