IN-MARKET BANKING
Make The Switch
Welcome to the Primis family! We’re so glad you’ve joined us and are eager to help you and your business succeed. Should you have any questions, your banker is ready to help you however they can!
Step #1: Open a New Primis Business Account
Ask your banker for more information on the full suite of account offerings that might be the right fit for your business.
Visit your local branch to open any additional accounts your business might need.
Step #2: Set Up Your New Primis Business Checking Account
Sign into online banking by clicking the Sign In button at the top righthand corner of the website.
Transfer funds into your new account to keep your account active.
Download the Primis Mobile Business Banking app on the App Store and Google Play.
Step #3: Organize Your Information
Use the Switch Form in the kit to help organize the important details for both your old and new accounts. This will keep things in line when you update automatic payments and notify any vendors.
Step #5: Notify Your Vendors
Fill out our ACH Change Notification form in the kit to give your new account information to any vendors, clients or customers that send you money on a regular basis.
Step #4: Update Any Automatic Payments
Use online banking or the Primis Mobile Business Banking app to set up any recurring payments like payroll, utility bills, rent, etc.