Switch Your Banking to Kindred

Switch to Kindred in Five Easy Steps. We’re We are here to help you every step of the way. We know that switching can feel complicated – we make it easy for you. Contact us at 1.888.672.6728 or book a time to start switching your everyday banking today.

Step 1: Choose a Kindred Account

Values-centred banking that empowers families, farmers, and faith communities in southwestern Ontario to give, live, and grow! Watch our Welcome to Kindred video or visit our Membership page to learn more.

Explore Kindred’s Personal, Business, and Organization accounts for a better choice for banking. Or, to help you understand what account works best for you, visit a branch near you or book a meeting to speak with us in person, on video chat, or over the phone at your convenience.

Step 2: Open the Account

Visit a local Kindred branch to open your account, or if you’re ready to make a better choice, open an account online today!

For Personal Accounts, you will need a government issued photo ID, Social Insurance Number, and $25 toward Member Shares.

For Businesses and Organizations, requirements vary depending on your business. See our Business Banking: Required Information and Checklist listed in the Switch Kit below for what you may need.

Step 3: Fund the Account and Update Automatic Transactions

Add money to your new Kindred account to get things started. You can transfer funds from your existing bank by Interac e-Transfer, certified cheque, bank draft, wire transfer, or personal cheque.

Next, update any automatic transactions connected to your old account. This includes pre-authorized payments (like utilities, subscriptions, or other recurring bills) and regular deposits (such as payroll or benefits). Check out the Switch Kit below or find out more on how to set up pre-authorized payments or direct deposit.

Reminder! Our account switching service aims to make the process as easy as possible – book a time with a Kindred team member when you are ready.

Step 4: Make the Most of Services and Tools for Kindred Members

Once your account is up and running, take some time to explore our Ways to Bank for Kindred members – from everyday digital banking features to in-branch support, we offer a number of convenient ways to help manage your money with confidence and ease. Kindred is part of the largest surcharge-free ATM network in Canada, giving members access to nearly 4,000 ATMs across the country.

If it is your first time using online banking, see our full instructions for setting up Online Banking.

Step 5: Close Your Old Account

Once all your deposits and payments have successfully moved to your Kindred account and any remaining balance is cleared, you can close your old account. This final step helps keep things simple and ensures everything is in one place.

If you’d like help confirming the timing or have questions before closing your account, we’re here to support you every step of the way.

Explore Kindred’s blog for more information on switching financial institutions and how Kindred is here to help you.

Switching Made Easy – ClickSwitch and Kindred’s Switch Kit

ClickSWITCH

With a personal account at Kindred, ClickSWITCH® can help move your direct deposits and pre-authorized payments from another financial institution. In just a few minutes, ClickSWITCH helps you move direct deposits and recurring payments to your Kindred account. Plus, it helps ensure you don’t miss any payments while you change your primary financial services provider. Depending on the payment type, some switches are better done directly through the provider – get in touch with us to better understand how we can help you optimize your ClickSWITCH experience!

What you’ll need to begin ClickSWITCH

• Personal chequing account with Kindred
• Online banking access with Kindred
• Your current pre-authorized payment and direct deposit information

How it Works

1. Log in to online banking to enroll with ClickSWITCH by reviewing and/or selecting the account(s) you want ClickSWITCH to switch your deposits and payments to.

2. Gather information for your existing deposits and payments to be switched.

3. Submit each switch and ClickSWITCH will provide customized instructions based on the switch you’re wishing to complete, including generating and sending forms to your payors and providers.

4. You can review the progress and status of your submitted switches.

Whether using ClickSWITCH or going direct through the billing provider, we are here to support you every step of the way – visit a local branch or contact us to start switching your everyday banking today.

SwitchKit

Whether choosing to switch self-serve or have us help you along the way, below are a list of tools to help guide the process.

• Personal Banking: Account Switching Checklist
• Business Banking: Required Information and Checklist
• ClickSwitch – Frequently Asked Questions