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Switch your business checking account to Chase

 

Use our checklist to help you make the switch.

Your switching checklist made simple

 

Expand each step below or use our Account Switching Guide (PDF) to help with your transition to Chase.

Download the Chase Mobile® app

If it's your first time, you'll need to sign up. Once you’ve signed up, you can easily access your account at chase.com/business or through the Chase Mobile app.

 

Download the Chase Mobile app by clicking the icon below that matches your device.

 

Download on the App Store   Get it on Google Play

 

Pro tip: Set up Account Alerts to stay on top of your business checking account activity. Watch the video above to learn how.

 

It’s important to do this within 60 days of opening your account.

 

Link your external accounts to your new business checking account in order to transfer money.

 

 

Pro tip: Prevent your new account from being closed by adding funds within the first 60 days.

 

Update future payments to be withdrawn from your new business checking account

  • Change your recurring billing to Chase
    • You can contact your vendors directly (PDF) and provide your new Chase account information.
      OR
    • Go to our Payment Center to use Chase Business Online Bill Pay, Chase ACH Payment Services and conduct wire transfers.
  • Direct your payroll services to your Chase account

 

Pro tip: Review transactions from the last three statements of your previous business account to identify recurring payments or deposits.

 

Switch your deposits to Chase

 

You can use our digital tools to get paid quickly and easily.

Deposit checks with Chase QuickDeposit℠ without going to a branch

 

Add your business to our Bill Pay Directory so Chase customers can pay you electronically

 

Send and receive money with Zelle® — right from our Chase Mobile app

 

Share your new business checking account information with professional service providers such as:

  • Accountants
  • Lawyers
  • Insurers
  • Additional financial service providers or business partners

 

Link your new account to your Payment Processing system so that you can automatically settle your card processing into your new account.

 

Pro tip: Your service providers may need to know your new business checking account and routing number — this can be found by choosing your account on the Chase Mobile app and choosing "Show details."

 

Avoid unnecessary fees from your previous business account by closing it once your Chase business checking account is open.

 

Make sure all transactions from your previous business account have cleared, and transfer any remaining balances to your new account.

 

 

Pro tip: Shred unused checks, deposit slips and old ATM/debit cards from your previous business account.

 

See how to waive your Monthly Service Fee

 

We charge fees so you can utilize our tools and ensure you have the support you need when you need it. There are multiple ways you can waive your Monthly Service Fee.

We'll waive the $15 Monthly Service Fee when you meet any of the following qualifying activities for each Chase Business Complete Checking account in a monthly statement period:

 

  • Maintain a linked Chase Private Client Checking℠ account OR
  • Meet Chase Military Banking requirements OR
  • Fulfill at least one of the following qualifying activities:
    1. Maintain a minimum daily ending balance of at least $2,000 in your Chase Business Complete Checking account each business day during the monthly statement period
    2. Deposit at least $2,000 into your Chase Business Complete Checking account at least one day before the end of the monthly statement period using one or more of the following Chase Payment Solutions: Chase QuickAccept℠, Chase Smart Terminal℠, InstaMed Patient Payments and InstaMed Patient Portal
    3. Use your Chase Ink® Business Card to spend at least $2,000 on eligible purchases in the most recent monthly Ink card billing cycle

 

Are you a Veteran or servicemember?

In recognition of your service, we are proud to offer special benefits to those who currently serve or have served

 

  • Waiver of Monthly Service Fee exclusively on Chase Business Complete Checking accounts
  • Annual fee waived for the first year on a Business Line of Credit

 

Here’s what you’ll need to bring to your local branch to take advantage of our special business benefits:

 

  • Qualifying proof of military status
  • Personal identification
  • Tax identification number
  • Business documentation
  • Assumed name certificate, applications or filing receipt
  • Depending on your business type, more information may be needed

We'll waive the $30 Monthly Service fee if you maintain an average beginning day balance of $35,000 or more in any combination of linked business savings.

We'll waive the $95 Monthly Service fee if you maintain an average beginning day balance of $100,000 or more in any combination of linked business savings.

Are you a Chase Private Client?

 

When linked to your Chase Private Client account, maintain an average beginning day balance of $50,000 or more in any combination of linked business savings.

Check out our Helpful Tips videos

 

Our Helpful Tips video library is an excellent resource for information and step-by-step instructions on how to use some of our most popular products and services.

IMPORTANT INFORMATION: