Skip to Content
Close Icon

Switch Kit

Home Resources Switch Kit

Start Your Switch to Golden1 Investment Bank Today

Did you just move to the area and need to switch banks? Or, maybe you are looking for a bank that can offer you more success. At Golden1 Investment Bank, we make it easy for you to switch funds from your previous accounts with our Switch Kit.

  • If you haven’t already, open a checking or savings account with us.
  • Make sure you have the account number for your new Golden1 Investment Bank account AND your account number for your old account available before starting Step 1.
  • You will also want to have information for any organization that makes automated deposits to or debits from your old account.

Examples of automatic deposits: direct deposit of paychecks, pensions or alimony.

Examples of automatic debits you may have set up: cell phone bills, utility bills, memberships.

ID Badge Picture

Step 1

Golden1 Investment Bank Account Information

Provide your new account information for Golden1 Investment Bank

Bank Picture

Step 2

Previous Financial Institution

Provide information for the bank you are leaving.

Credit Card Picture

Optional

Automatic debits or direct deposits

If you would like to transfer any of these items from your previous institution.


Personal Information

First things first...
What is your full name?

Current Address

What is your current address?

Contact Information

What is your contact information (in case we need to reach you)?

Joint Information

Is there someone else sharing this account? If not, just hit "Next".

Already started your switch?

Login here with the login information sent to your email to finish filling in your documents.