Make the Switch to Peak

Switching your business banking to Peak is simple when you follow these steps.

Peak can provide what you need for your business

Peak has the best interests for you business in mind, from saving and spending to commercial loans for equipment, vehicles, or real estate. 

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Switching your business banking to Peak is simple when you follow these steps


1 Open your Peak Business account

  • Contact the Business Specialist in your area for assistance with required documentation and to help select the account that will best suit your business needs.
  • Click here to see a list of required business documents.
  • The Peak Routing Number is 325181015.

Initial $100 deposit required to open your checking account.


 

Once your account is open:

 


2 Log in to online banking

Log in to online banking using the Enroll Now link on PeakCU.org home page. You will receive a Secure Access Code at the phone number or email you provided at account opening. Your Business Specialist can assist you with enrollment and setting up additional users. *Enroll in our convenient eStatements plan, to prevent a monthly $3 paper statement fee.


3 Order your checks and activate your Debit Card

If you open your account in person, your debit card will be issued while you are there. If you open your account online, your card will come in the mail. Please allow approximately one week.


4 Move funds into your new account

Be sure to leave enough funds in your previous account until all checks have cleared and automatic payments have been transferred.


5 Transfer automatic deposits and withdrawals to your Peak account


6 Set up bill payments

Use Peak Credit Union's free online banking and bill pay to link monthly bills to your new account (loan payments, lease payment, utilities, vendors and other services).


7 Close your old accounts

Once you have transferred your funds and your bill payments to your new account, consider waiting at least one month before closing your old accounts to ensure nothing else is deducted or deposited. Be sure to shred old checks and debit/credit cards.