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How to Switch Your Bank Account to Wells Fargo

Transcript:

Hi. And welcome to Wells Fargo. Because you’re new here, we want to make your transition as easy as possible.

So we’ll break it down into three steps:

Let's call the first step Money In.The first step is “Money In.”

This is depositing money into your new account, through cash or checks, or through direct deposit.

To move direct deposits to your new account, just contact your employer or the agency responsible for your deposit. And make sure to have your account and routing numbers ready. You should also ask when you can expect the change to occur. This way, you can plan ahead for Step 2.

This step is called “Money Out”.

Just start by reviewing your old account statements for any automatic withdrawals or payments – like car payments, insurance or gym memberships.

To move these automatic payments to your new account, you can contact the billers directly. You might consider setting up these payments with Wells Fargo Online Bill Pay, which is a convenient way to set up multiple payments from your checking account.

Okay. You’re almost there! Once any outstanding checks or payments have cleared, we’re on to Step 3. That’s closing your old account and moving the balance to Wells Fargo.

Have questions? Just call or visit your local Wells Fargo branch.