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!

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Male business owner using phone while walking through a warehouse.

Get The Kit

Your banker should have given you a printed copy of our Business Switch Kit shortly after you opened your account, but we know life happens! Click below if you misplaced, or just want a fresh copy of our business switch kit.


Switching to Primis Checklist

  • 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.
  • 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.
  • 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.
  • Use online banking or the Primis Mobile Business Banking app to set up any recurring payments like payroll, utility bills, rent, etc.
  • 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.

We’re always here to help

If you can’t reach your banker, our customer care center is staffed and ready to help 24/7.

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