In-branch 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!

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.

Get the Kit

Switching to Primis Checklist

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 #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.

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.