Seamless Switching.
Better Banking.
Switch Assist moves your payroll, vendor payments, and daily operating activity to your new business account quickly and securely, with a local team who's with you every step of the way.
Switch with Confidence
Moving your accounts doesn’t have to be a disruption.
Switch Assist for Business is an AI-guided switching tool that brings your payroll, vendor payments, and operating activity to your new Kleberg Bank account for you, so you can stay focused on business.
- Payroll
- AR/AP Payment
- Everyday Operating Activity
We give you the tools you need to take care of the switch!
Quick, Clear and on your Timeline
Skip the waiting — switch in days.
Most bank transitions rely on manual coordination. Switch Assist maps out your AR/AP payments and payroll in a step-by-step plan, showing exactly what's done and what's next.
You can even invite your accounting or payroll team, and you’ll always know where things stand.
Do more with Switch Assist.
Open a Kleberg Bank business account and let Switch Assist guide the transition. Your business operations keep moving, and so do you.
- Open your Kleberg Bank business account — connect with a Kleberg banker to get started.
- Connect your previous account — upload a statement or securely link your old account. Switch Assist automatically identifies payroll, vendor payments, customer deposits, and recurring activity that needs to move.
- Receive your smart funding plan — Switch Assist recommends how much to transfer and when, based on your actual activity, so nothing gets missed during the switch.
- Follow your personalized switch plan — your AR / AP and payroll are organized into a structured transition guide. What to update, where it’s connected, and how to switch it are all covered.
Frequently Asked Questions
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What is Switch Assist?
Switch Assist for Business is an AI-guided switching tool available to Kleberg Bank business customers. It moves payroll, payments, and day-to-day operating activity that keep your business running into your new Kleberg Bank account, so you can switch without disrupting your operations.
How easy is it to switch business bank accounts?
Switching with Switch Assist is much easier than the traditional route. Instead of months of manual coordination, Switch Assist organizes your AR/AP payments and payroll into a clear, step-by-step plan for you to follow.
How long does the switching process take?
Most businesses complete their switch in days, not months. When you use Switch Assist, you’ll always have the insight on what step of the process you’re in.
Is my financial information secure during the process?
Yes. Protecting your information is a priority throughout the switch. With Switch Assist, you choose who to invite into your plan, and you can see exactly what has been set up at every step.