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How to switch to EverBank

You'll experience a whole new level of banking when you switch to EverBank®—whether your needs are personal or for business. From high-yield checking and World Markets accounts to customized solutions for your specific business, we're sure we can meet your needs.

Follow these steps for a smooth and quick transition

We want your transition to EverBank to be as smooth as possible, especially since the process differs based upon the type of account you've opened. Take a look at the information below to help guide you through the process of switching to your new EverBank account. It will also help you set up the features associated with it. Or feel free to print out a switch kit for your account— personal,  World Markets or  business. These kits have all the information you need, all grouped together.

Personal Accounts

The first thing you need to do is Apply Online. Then, based upon the type of account you've opened, follow the steps below. If you'd like for us to walk you through the process, contact a Customer Care Specialist whenever you need to, 888.882.EVER (3837) or
email  service@everbank.com.

  1. Stop actively using your previous account, leaving enough money to cover pending transactions.
  2. Set up  direct deposit for your paycheck, pension and/or Social Security funds.
  3. Switch  automatic payments from your old account to your new account.
  4. Sign on to our Online Financial Center. You can set up optional Online Bill Pay and your  recurring payments. View a demo of our award-winning New Window  Online Financial Center and see what it can do for you.
  5. Close your old account when all outstanding items have cleared. You can use our  Account Closing Checklist if you like as a tool when closing your account(s) at your previous bank.

World Markets Accounts

The first thing you need to do is Apply Online. Or for more information, contact our World Markets Desk 800.926.4922 or
email  worldmarkets@everbank.com.

  1. Sign on to our secure Online Financial Center so that you can start using our  Asset Manager Service.
  2. Set up  direct deposit from your paycheck or pension check to your cash management account.
  3. Become familiar with how to  wire transfer funds to and from your cash management account.

Business Accounts

The first thing you need to do is Apply Online. Or, for more information, contact a Business Relationship Specialist at 866.371.3831 option 5 or email  business@everbank.com

  1. Stop actively using your previous account, leaving enough money to cover pending transactions.
  2. Set up automatic  debits and credits in the online banking platform you selected. If you haven't selected an online banking platform, a Business Relationship Specialist can help you.
  3. Inform any trading partners of your new account number. Use our  Account Change Checklist if you'd like.
  4. Close your old account when all outstanding items have cleared. You can use the  Account Closing Checklist as a tool when closing your account(s) at your previous bank.
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  2. EverBank, the EverBank Infinity Sphere and the EverBank logo are proprietary service marks of EverBank. All rights reserved.
Apply Now

888.882.EVER(3837)

For help with Personal Accounts

800.926.4922

For help with World Markets Accounts

866.371.3831 Option 5

For help with Business Accounts