Transfer Checking to Xceed Financial

Three Easy Steps.

Step 1

Open an Xceed Financial checking account. Place your order for new checks and an Xceed Visa® Debit Card. Figure out how much money you can transfer to your new account, and start using your Xceed Financial account as soon as possible.

Step 2

Transfer your direct deposit to your Xceed account.

Step 3

Close your previous checking account. Once all outstanding checks have cleared and automatic transactions have been successfully transferred, transfer the remaining balance into your new Xceed Financial checking account. Please allow at least one to two months for all items to clear your previous account.