Switch Kit

To get started, review the checking account options we have available. Once you’ve decided which account is right for you, all account applicants will need to gather several items: 

 

• Social Security numbers for everyone listed on the account 
• Two forms of valid ID, such as a Driver’s License, State ID, or Passport 
• Contact information for everyone on the account 
• Money to fund the account 

 

When you’re ready, all account applicants can either open their account online or visit their local branch. 

Digital Banking gives you 24-hour account access along with plenty of features to help you keep track of your finances – all from the convenience of your browser, tablet, or mobile phone. You can enroll in Digital Banking either in person at a branch or online. To enroll online: 

 

• Visit www.amegybank.com
• Select SIGN IN in the upper right corner 
• Select ENROLL NOW when prompted 
• Follow the steps to complete your enrollment 
  

Switch your direct deposits from your employer(s), retirement plan(s), or other sources of income to your new checking account. When you’re setting up your new direct deposits, be sure to confirm when they will take effect so you can budget and plan accordingly. 

Before you begin the process of transferring automatic payments, it may be helpful to have a few recent bank statements on hand to ensure nothing is overlooked.   

 

If you’re using Bill Pay, export a list of your current payees and your payment history. From there, enroll in Amegy Bank Bill Pay. Once enrolled, you can add your payees through Digital Banking or the Mobile App.

 

Contact the companies you’ve set up automatic payments with, like your insurance company, gym, cable or internet provider, and local utilities to provide them with your new account information. Make sure you have your new account and routing numbers on hand to make the process easier. 

Before you close your old account, let’s make sure you’re ready to take this step: 

 

• Have you switched all your direct deposits and automatic payments? 
• Have all your checks, debit card purchases, transfers, or automatic payments cleared your old account? This may take up to 10 days. 
• Have you received your new debit card and PIN? 
• Have you downloaded the Mobile App, enrolled in Digital Banking, and Bill Pay? 
• Have you enrolled in paperless eStatements?   

 

If the answer is yes to these questions, then it’s time to take the final step and close out your old account. Simply contact your former financial institution, let them know you wish to close your account, and follow their process.