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Clear Lake Bank & Trust

641.357.7121

Girl looking at debit card and paying with her phone.

Switch to CLB&T

We'll make it easy! Here's what you need: 


1. Open a Clear Lake Bank & Trust checking and/or savings account.     Open now. 

2. Review several months of your current account history. 
     Make a list of all automatic payments and direct deposits. Items to consider:

  • Utilities

  • Insurance 

  • Mortgage/rent

  • Car loans

  • Phone service

  • Internet/cable

  • Credit cards 

  • Health club

  • Student loans

  • Pay Pal 

  • Payroll/retirement

 

3. Switch your payments/deposits to your new Clear Lake Bank & Trust checking account or bring your monthly statements into a personal banker for assistance. 

  • Not a fan of electronic payments? We'll set you up for our free online bill pay service. Ask a banker for details.
     
  • Still missing something? Contact us for additional resources. 
 
4. Once you verify all payments have been switched to your Clear Lake Bank & Trust checking account, close your old account by contacting your former financial institution or writing yourself a check for the remaining balance and deposit to your new Clear Lake Bank & Trust checking account. 


5. Looking for additional financial resources?