Let us help you make the switch to Chase for Business
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.
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Update future payments to be withdrawn from your new business checking account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.
- You can contact your vendors directly (PDF) and provide your new Chase account information.
- 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
Send and receive money with Zelle® — right from our Chase Mobile app
Share your new business checking account information with trusted 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
There are multiple ways to waive your Monthly Service Fee. Select your business checking or savings account below to learn more.
Are you a Veteran or servicemember?
In recognition of your service, we are proud to offer a special benefit to those who currently serve or have served
- Waiver of Monthly Service Fee exclusively on Chase Business Complete Checking accounts
Here’s what you’ll need to bring to your local branch to take advantage of special business benefit:
- 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
Learn more here.
Learn more here.
Check out our Helpful Tips videos
Our Helpful Tips video library is an excellent resource for information on how to use some of our most popular products and services.
Online Bill Pay: Enroll, add payee and make a payment
Pay bills and track payments online
Fraud Protection Services: Overview
Choose the right service for your business
Chase QuickDeposit℠
Deposit checks with your mobile device
