Switch Your Business Banking With Ease
SwitchAssist for Business provides step-by-step guidance to help move your everyday banking activity to your new CSB Business Checking account, including payroll, payments, receivables, and recurring transactions.
Business SwitchAssist
Make The Move With Confidence
Opening your new account is just the beginning. Your payroll, payments, deposits, and other everyday banking activities need to move with you.
SwitchAssist can help you move:
- Payroll
- Accounts receivable and accounts payable
- Vendor and operating payments
- Recurring banking activity
Spend less time managing the switch and more time focused on your business.
1. Connect Your Previous Account
Securely connect your existing business account or provide a recent statement to help identify recurring activity that may need to move.
2. Review Your Switch Plan
See your payroll, payments, receivables and recurring activity organized in one place with clear guidance on what needs to be done.
3. Start Making The Move
Follow your personalized plan to transition activity to your new CSB checking account at the right time.
4. Track Your Progress
Easily track your progress and see what still needs your attention as you transition to your new primary business checking account.
