Summary
This guide provides a structured checklist for businesses transitioning to a Chase business checking account. It outlines essential steps including opening a new account, organizing existing and new account information, and updating automatic payments. The document emphasizes the importance of transferring funds within 60 days to maintain account activity and offers guidance on linking business and personal accounts for easier management. Additionally, it includes instructions for notifying service providers about the new account details using the ACH and Deposits Change Notification Form. The guide also suggests utilizing the Chase Mobile app for accessing account information and managing transactions effectively. Furthermore, it encourages users to explore tutorial videos available for understanding digital tools and features associated with the new account. This comprehensive approach aims to facilitate a smooth transition for businesses switching to Chase.
