Transition Checklist

What you need to know to make a seamless transition.

We’ll do most of the work, but there are a few things you’ll need to take care of.

Set up eBills

eBills will not transfer, so you’ll need to set up eBills along with any associated payment preferences.

Set up text and email alerts

Reestablish recurring ACH payments and wires

Wire and ACH templates will be transferred. However, you will need to reestablish your scheduled wires and reccurring ACH payments and wires.

Update your wire instructions

Please update incoming wire instructions with the transit routing number for Atlantic Union Bank - 051403164. We will continue to accept wires using the AMNB transit routing number.

Reconnect to Quicken® or QuickBooks™

No history will be lost. Instructions will be provided on our website and within Quicken® or Quickbooks™.

Reenroll in eStatements

If you were previously enrolled in eStatements, you will need to re-enroll in order to continue receiving statements electronically. Please be advised that there is a fee for business accounts to receive paper statements.

Reestablish recurring transfers

You will need to reestablish scheduled and recurring internal transfers.

Update Positive Pay default decision

Your current default decision at American National will remain the same. Should you want to change it, please reach out to your Treasury Management Officer for assistance.

Our priority is to make this transition as seamless as possible.

Have questions? View the transition FAQs.

Our award-winning team is ready to help you.