The Take Action section in the book details how to move savings and checking accounts from one bank to another. The following includes only the steps that have associated web links or tools.

Step 2. Create a short list of alternative financial institutions

See the Dig Deeper section for this chapter to find websites that help you locate values-aligned financial institutions matching your goals and verify that the deposits you will make at any new institution are FDIC or NCUA insured.

Step 3. Interview your short-listed candidates and pick a new bank

Bank Selection Questionnaire. This questionnaire is a great place to start. You can also add questions of your own.

Bank Options Worksheet. Use this spreadsheet to track the answers you receive during the interview process.

Step 10. Write to the CEO of your old bank explaining why you left

Bank Closure Letter Template. Use this easy template to send a letter or email to your prior bank’s CEO explaining that their values were not meeting your needs.