Wachovia Personal Affairs Ready for a Move Guide

Moving involves more than boxing up your belongings. There are many personal and financial accounts to take into consideration. See if you can transfer your existing Wachovia accounts closer to your new home. Or, if you’re moving to a new city and you need to open new accounts, keep your current banking accounts open until all your outstanding checks have cleared. Don’t close accounts until all recent activity is accounted for on your statements—your new neighborhood Wachovia financial center can help you make your financial move a smooth one.

Checking

Once you make your move you’re going to need to set up your local accounts. Look for a checking account that gives you banking freedom—including online account services, overdraft protection and the convenience of making CheckCard purchases. Whether you’re a student, a senior, or somewhere in between, we’re sure we have an account that’s right for you.

Asset Management and Brokerage

Our Command Asset Program lets you consolidate your banking and investing into one relationship so you can organize and manage your assets efficiently—plus, we'll make transfers from other institutions for you.

Savings

Keeping your money growing is important. That’s why you should look for accounts that help you manage and grow your assets. Consider higher interest bearing savings, money market accounts, or CDs.

Retirement

If you are switching jobs, don't forget about your 401(k) when you move. You may want to consider rolling your 401(k) into another investment vehicle. We offer a variety of brokerage and FDIC-insured investment options along with expert advice. For added convenience, our Rapid Rollover Service can help you transfer your former employer's plan to your new Wachovia IRA.

Insurance

Check to see if your coverage is moving with you. Take out your home, health, life, home, car, and any other policies to see if you are covered at your new address. Since you’re already making changes, now may be a good time to shop around for more competitive rates and coverage.

Estate

Don’t forget to update your estate and will. Any time you move, change jobs, get married, divorced, or experience a shift in family dynamics it affects you and your estate. If you are retiring, you especially need to look at your estate needs for yourself and your loved ones.

Wachovia can help make your move a safe and smooth experience. We’d love to help you find a Financial Center that is convenient and right for you. And remember, our online banking is always available regardless of your location.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Member FDIC

Only deposit products are FDIC-insured.

Banking and financial services offered by Wachovia Bank, National Association and its affiliates. See specific product pages for details.

All products contained within this Web site may not be offered at a Wachovia branch.

Mortgage loans not available in all states.

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