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Switch Assist

Switching banks? Update everything connected to your old one.

Step-by-step instructions for 162 common services. Track your progress — 0 of 162 done.

Don't see your provider? Use the "Other" entry in each category to track it.

Personalize this checklist

Upload a recent bank or credit card statement (CSV or PDF) and we'll highlight only the services you actually use.

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InsuranceHIGH
Aetna
5 stepsView steps
InsuranceHIGH
Allstate
5 stepsView steps
InsuranceHIGH
Allstate Home/Renters
5 stepsView steps
FinanceHIGH
Ally Auto
5 stepsView steps
FinanceHIGH
American Express
5 stepsView steps
P2PHIGH
Apple Pay / Apple Cash
4 stepsView steps
TelecomHIGH
AT&T
5 stepsView steps
UtilitiesHIGH
Atmos Energy
5 stepsView steps
InsuranceHIGH
Auto Insurance (Other / Not listed)
4 stepsView steps
FinanceHIGH
Auto Loan (Other)
5 stepsView steps
FinanceHIGH
Bank of America Card
5 stepsView steps
InsuranceHIGH
Blue Cross Blue Shield
5 stepsView steps
FinanceHIGH
Capital One
5 stepsView steps
FinanceHIGH
Capital One Auto
5 stepsView steps
P2PHIGH
Cash App
4 stepsView steps
FinanceHIGH
Chase Auto
5 stepsView steps
FinanceHIGH
Chase Credit Card
5 stepsView steps
FinanceHIGH
Chase Home Lending
5 stepsView steps
GovernmentHIGH
Child Support Payments
3 stepsView steps
InsuranceHIGH
Cigna
5 stepsView steps
FinanceHIGH
Citi
5 stepsView steps
TelecomHIGH
Comcast / Xfinity
5 stepsView steps
UtilitiesHIGH
Con Edison (NY)
5 stepsView steps
TelecomHIGH
Cox Communications
5 stepsView steps
FinanceHIGH
Credit Card (Other)
5 stepsView steps
FinanceHIGH
Discover
5 stepsView steps
UtilitiesHIGH
Dominion Energy
5 stepsView steps
UtilitiesHIGH
Duke Energy
5 stepsView steps
UtilitiesHIGH
Electric Utility (Other / Not listed)
4 stepsView steps
EmployerHIGH
Employer Payroll
5 stepsView steps
UtilitiesHIGH
Eversource
5 stepsView steps
InsuranceHIGH
Farmers Insurance
5 stepsView steps
FinanceHIGH
Ford Credit
5 stepsView steps
UtilitiesHIGH
Gas Utility (Other / Not listed)
4 stepsView steps
InsuranceHIGH
GEICO
5 stepsView steps
UtilitiesHIGH
Georgia Power
5 stepsView steps
InsuranceHIGH
Health Insurance (Other)
4 stepsView steps
InsuranceHIGH
Home / Renters Insurance (Other)
4 stepsView steps
FinanceHIGH
Honda Financial
5 stepsView steps
InsuranceHIGH
Humana
5 stepsView steps
EmployerHIGH
IRS (Tax Refund)
5 stepsView steps
InsuranceHIGH
Kaiser Permanente
5 stepsView steps
InsuranceHIGH
Lemonade
5 stepsView steps
InsuranceHIGH
Liberty Mutual
5 stepsView steps
InsuranceHIGH
Liberty Mutual Home/Renters
5 stepsView steps
FinanceHIGH
loanDepot
5 stepsView steps
GovernmentHIGH
Medicare Premiums
3 stepsView steps
FinanceHIGH
Mortgage Servicer (Other)
4 stepsView steps
FinanceHIGH
Mr. Cooper
5 stepsView steps
UtilitiesHIGH
National Fuel
5 stepsView steps
UtilitiesHIGH
National Grid
5 stepsView steps
UtilitiesHIGH
NW Natural
5 stepsView steps
P2PHIGH
PayPal
5 stepsView steps
FinanceHIGH
PennyMac
5 stepsView steps
FinanceHIGH
Personal Loan (SoFi, LendingClub, Upstart)
5 stepsView steps
UtilitiesHIGH
PG&E (California)
5 stepsView steps
InsuranceHIGH
Progressive
5 stepsView steps
FinanceHIGH
Rocket Mortgage
5 stepsView steps
UtilitiesHIGH
SoCalGas
5 stepsView steps
UtilitiesHIGH
Southern Company Gas
5 stepsView steps
TelecomHIGH
Spectrum (Charter)
5 stepsView steps
InsuranceHIGH
State Farm
5 stepsView steps
InsuranceHIGH
State Farm Home/Renters
5 stepsView steps
FinanceHIGH
Student Loans
4 stepsView steps
TelecomHIGH
T-Mobile
5 stepsView steps
FinanceHIGH
Toyota Financial
5 stepsView steps
InsuranceHIGH
Travelers
5 stepsView steps
GovernmentHIGH
Unemployment Benefits
3 stepsView steps
InsuranceHIGH
UnitedHealthcare
5 stepsView steps
InsuranceHIGH
USAA
5 stepsView steps
InsuranceHIGH
USAA Home/Renters
5 stepsView steps
GovernmentHIGH
VA Benefits
4 stepsView steps
P2PHIGH
Venmo
5 stepsView steps
TelecomHIGH
Verizon
5 stepsView steps
UtilitiesHIGH
Water / Sewer
4 stepsView steps
FinanceHIGH
Wells Fargo Card
5 stepsView steps
FinanceHIGH
Wells Fargo Home Mortgage
5 stepsView steps
UtilitiesHIGH
Xcel Energy
5 stepsView steps
P2PHIGH
Zelle
4 stepsView steps
UtilitiesMEDIUM
ADT
5 stepsView steps
ShoppingMEDIUM
Amazon (Shopping)
4 stepsView steps
StreamingMEDIUM
Amazon Prime / Prime Video
5 stepsView steps
StreamingMEDIUM
Apple TV+ / Apple One
4 stepsView steps
FinanceMEDIUM
Brokerage / Investment (Other)
5 stepsView steps
GovernmentMEDIUM
California FTB
5 stepsView steps
FinanceMEDIUM
Charles Schwab
5 stepsView steps
StreamingMEDIUM
Disney+
5 stepsView steps
ShoppingMEDIUM
DoorDash
5 stepsView steps
TransportationMEDIUM
E-ZPass / Toll Account
4 stepsView steps
FinanceMEDIUM
E*TRADE
5 stepsView steps
FinanceMEDIUM
Fidelity
5 stepsView steps
P2PMEDIUM
Google Pay / Google Wallet
4 stepsView steps
ShoppingMEDIUM
Grubhub
5 stepsView steps
StreamingMEDIUM
Hulu
5 stepsView steps
ShoppingMEDIUM
Instacart
5 stepsView steps
InsuranceMEDIUM
Life Insurance (Other)
4 stepsView steps
InsuranceMEDIUM
MassMutual
5 stepsView steps
StreamingMEDIUM
Max (HBO Max)
5 stepsView steps
FinanceMEDIUM
Merrill
5 stepsView steps
StreamingMEDIUM
Netflix
5 stepsView steps
InsuranceMEDIUM
New York Life
5 stepsView steps
InsuranceMEDIUM
Northwestern Mutual
5 stepsView steps
GovernmentMEDIUM
NY Dept of Taxation
5 stepsView steps
InsuranceMEDIUM
Prudential
5 stepsView steps
FinanceMEDIUM
Retirement Account (IRA / 401k contributions)
3 stepsView steps
UtilitiesMEDIUM
Ring
5 stepsView steps
FinanceMEDIUM
Robinhood
5 stepsView steps
UtilitiesMEDIUM
SimpliSafe
5 stepsView steps
EmployerMEDIUM
Social Security Administration
5 stepsView steps
StreamingMEDIUM
Spotify
5 stepsView steps
GovernmentMEDIUM
State / Local Tax (Other)
3 stepsView steps
InsuranceMEDIUM
State Farm Life
5 stepsView steps
GovernmentMEDIUM
Texas Comptroller
5 stepsView steps
ShoppingMEDIUM
Uber Eats
5 stepsView steps
FinanceMEDIUM
Vanguard
5 stepsView steps
UtilitiesMEDIUM
Vivint
5 stepsView steps
UtilitiesMEDIUM
Waste / Trash Collection
3 stepsView steps
StreamingMEDIUM
YouTube Premium / YouTube TV
5 stepsView steps
MembershipsLOW
24 Hour Fitness
5 stepsView steps
MembershipsLOW
Adobe Creative Cloud
5 stepsView steps
MembershipsLOW
Anytime Fitness
2 stepsView steps
InsuranceLOW
ASPCA Pet Insurance
5 stepsView steps
MembershipsLOW
Audible / Kindle Unlimited
5 stepsView steps
TransportationLOW
BP / Amoco (BPme)
5 stepsView steps
TransportationLOW
ChargePoint
5 stepsView steps
TransportationLOW
Clipper (Bay Area)
5 stepsView steps
ShoppingLOW
Costco
5 stepsView steps
MembershipsLOW
Crunch Fitness
5 stepsView steps
MembershipsLOW
Duolingo / Babbel / Rosetta
2 stepsView steps
ShoppingLOW
eBay
5 stepsView steps
TransportationLOW
Electrify America
5 stepsView steps
MembershipsLOW
Equinox
5 stepsView steps
ShoppingLOW
Etsy
5 stepsView steps
TransportationLOW
ExxonMobil Rewards+
5 stepsView steps
TransportationLOW
GasBuddy
3 stepsView steps
MembershipsLOW
Gym / Fitness (Other)
2 stepsView steps
InsuranceLOW
Healthy Paws
5 stepsView steps
MembershipsLOW
LA Fitness
5 stepsView steps
InsuranceLOW
Lemonade Pet
5 stepsView steps
MembershipsLOW
LinkedIn Premium
5 stepsView steps
TransportationLOW
Lyft
5 stepsView steps
TransportationLOW
MBTA CharlieCard (Boston)
5 stepsView steps
MembershipsLOW
Microsoft 365
5 stepsView steps
TransportationLOW
MTA OMNY (NYC)
5 stepsView steps
InsuranceLOW
Nationwide Pet
5 stepsView steps
MembershipsLOW
NYT / News Subscriptions
5 stepsView steps
MembershipsLOW
Orangetheory
5 stepsView steps
TransportationLOW
ParkMobile
5 stepsView steps
TransportationLOW
ParkWhiz
5 stepsView steps
InsuranceLOW
Pet Insurance (Other)
5 stepsView steps
MembershipsLOW
Planet Fitness
3 stepsView steps
TransportationLOW
Shell (Fuel Rewards)
5 stepsView steps
TransportationLOW
SpotHero
5 stepsView steps
TransportationLOW
TAP (Los Angeles)
5 stepsView steps
ShoppingLOW
Target / Target Circle
5 stepsView steps
TransportationLOW
Tesla Supercharging
5 stepsView steps
TransportationLOW
Transit Pass (Other)
5 stepsView steps
InsuranceLOW
Trupanion
5 stepsView steps
TransportationLOW
Uber
5 stepsView steps
ShoppingLOW
Walmart
5 stepsView steps
TransportationLOW
WMATA SmarTrip (DC)
5 stepsView steps
MembershipsLOW
YMCA
3 stepsView steps
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