Business Switch Kit

Your Business Deserves a Switch to Better Banking

Is your current business bank making business…better? Switching to NDBT can elevate your business in surprising ways, with bankers devoted to helping you reach better decisions and achieve smarter outcomes. 

Railroad track switch with sunset background

Business Switch Kit

Your Business Deserves a Switch to Better Banking

Is your current business bank making business…better? Switching to NDBT can elevate your business in surprising ways, with bankers devoted to helping you reach better decisions and achieve smarter outcomes.

It's Fast and Easy with the NDBT Switch Kit

Our NDBT switch kit is designed to provide a seamless, simple process to move accounts from your current business bank to NDBT. Begin your path to better banking, allowing you to focus and spend your valuable time on your business, while your NDBT banker works to improve efficiencies and services that will help your hard-earned dollars make more sense! 

Collection of three Switch Kit forms

Access and download the NDBT Bank Account Transition Checklist to help track the accounts, recurring partners, and other specific steps necessary to efficiently make the switch. Use the Account Closing Request Form when ready to close current business bank accounts. The Notification of Account Change Form can be used to share new account information with recurring deposit partners.

Four Easy Steps to Switch to an NDBT Business Account

Client meeting with NDBT Trust and Wealth Management specialist.

Step 1: Open your NDBT Business Account

NDBT’s customizable account options are designed to meet your business needs and exceed your expectations. To get started, schedule your appointment with one of our banking professionals at any of our five banking center locations.

Step 2: Enroll in Online/Mobile Banking

Manage your money securely and remotely 24/7. Check balances, conduct transfers, view statements, or pay bills.

Hands on computer keyboard and mouse.
NDBT teller assisting customer depositing check

Step 3: Discontinue use of your old account and begin deposits to your new NDBT account

Determine the final balance needed in the old account to cover any outstanding payments before switching to your new account. Direct incoming receivables to your new account. Our team of experts will provide solutions to maximize efficiency and help mitigate fraud.

Step 4: Switch your recurring incoming/outgoing payments

Contact your recurring partners who send credits electronically to ensure they send funds to your new NDBT account. Notify your recurring companies who debit your account electronically such as payroll companies, tax offices and credit card companies.

NDBT relationship banker working with customer on account paperwork

Find an NDBT Banking Center and ATM near you.

Addison | Dallas | Frisco | Las Colinas | Plano

Open your account today.

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