Follow These Steps to Switch Your Account.
- Open your new Cambridge Trust Company account. Learn more about our checking and savings account choices.
- Make sure all checks have cleared on your checking account and any automatic payments are complete.
- Send written notice to your direct deposit vendors (payroll, social security, dividend payments) of the change in your bank account.
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- Send written notice to transfer or cancel any automatic payments.
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- Close your former bank account with the other financial institution.
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Other information you will need
To transfer or set up direct deposit you will need your employer or deposit initiator's name and address and your Cambridge Trust account number.
To transfer or cancel an automatic payment you will need your billing information and Cambridge Trust account number.
To close your account at another bank you will need the bank's name and address and your account number.
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Contact Us:
Call 617-876-5500
PrivateLINE Telephone
Banking: 800-876-6406
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