Switching your business banking to TwinStar is simple when you follow these steps.
1 Open your TwinStar Business account
- Contact the Business Specialist in your area for assistance with required documentation and to help select the account that will best suit your business needs
- Click here to download a printable switch guide.
- Click here to see a list of required business documents.
Initial deposit required to open your account $5 for Savings and $100 for Checking
Once your account is open:
2 Log in to online banking
Log in to online banking using the Enroll Now link on TwinStarCU.com home page. You will receive a Secure Access Code at the phone number or email you provided at account opening. Your Business Specialist can assist you with enrollment and setting up additional users.
3 Order your checks and activate your Debit Card.
If you open your account in person, your debit card will be issued while you are there. If you open your account online, your card will come in the mail. Please allow approximately one week.
4 Move funds into your new account.
Be sure to leave enough funds in your previous account until all checks have cleared and automatic payments have been transferred.
5 Transfer automatic deposits and withdrawals to your TwinStar account.
Refer to the checklist on page 2 of the printable switch guide
6 Set up bill payments and select eDocuments.
Use TwinStar Credit Union free online banking and bill pay to link monthly bills to your new account (loan payments, lease payment, utilities, vendors and other services)
7 Close your old accounts.
Once you have transferred your funds and your bill payments to your new account, consider waiting at least one month before closing your old accounts to ensure nothing else is deducted or deposited. Be sure to shred old checks and debit/credit cards.