1) Fund your new account
Move money into your new account by making a deposit. Remember to reassign direct deposits or other recurring credits you have coming into your account. Once your new account is funded, it is active and ready for your use.
2) Update your automatic payments
Review your previous account for any automatic transactions such as gym memberships, subscriptions, auto loans, or bills. You will need to update these with your new 1st Security account number.
3) Close your old account
Once all of your automatic transactions have moved to your new account and any outstanding items have cleared, you may go ahead and close your old account and transfer the remaining balance. When your old account is at a zero balance, you will need to contact your former financial institution instructing them to close the account.
4) Explore all your new account has to offer
Your new account comes with all sorts of perks and great features, backed by a team of helpful, committed, and local employees ready to serve you. Explore 1st Rewards, included with our 1st Platinum and 1st Gold checking accounts, great rates on CDs, Money Markets, and savings accounts, flexible mortgage and personal loan options to fit every need, and more.
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