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Update your Contacts with your New Account Details
Update your Contacts with your New Account Details

Easy steps to get your information switched over to your new account.

Kat avatar
Written by Kat
Updated over a week ago

Just signed up for NorthOne? Welcome and we’re here to help! To get the most out of the Account, one of the first tasks you’ll need to do is let your customers know that your Account and Routing numbers have changed.

We’ve put together this template email that you can send to your customers:

Hi <First name>,

I’ve recently moved my business banking to NorthOne, a connected banking platform that’s purpose-built for American small businesses. There are a few reasons why I’ve chosen to make this change (more about that below), but first, please note that, if you are sending me funds moving forward, my Account and routing information has changed.

<Insert Account and routing information here. Note: you can find this by logging into your NorthOne Account and clicking Menu → Bank Account Numbers>

Why did I make the switch to NorthOne? For a few reasons:

  • NorthOne’s platform offers more than just a business bank Account.* I’m also able to manage invoices, bill payments, budgeting and finance insights, all under one platform.

  • NorthOne’s banking offering (powered by The Bancorp) is one of the few in the country on the new Real Time Payments network, allowing me to receive funds instantly from other participating banks

  • I get incredible, white-glove-quality customer service from a team that makes it their business to understand my business

Thank you, and let me know if you have any questions,

<Your name>

*Banking services provided by The Bancorp Bank, N.A, Member FDIC.

You can also download this document here.

You’ll need to pull your Account and Routing information, which you can do by logging into your NorthOne Account and selecting Menu → Bank Account Numbers.

If you'd prefer to have NorthOne reach out to your contacts directly, let us know! Our Chief Customer Officer can provide them with your new information to make your transition to NorthOne look and feel premium and seamless. Just reach out to our support team to make this request.

We’re always looking for ways to improve our service, so let us know if you have any feedback on this or any other of our features!

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