Finance

Bank Switch Toolkit

Step-by-step guide to moving deposits from corporate banks to credit unions. Includes comparison charts and conversation scripts.

Why Switch?

Canada's Big 5 banks (RBC, TD, BMO, Scotiabank, CIBC) financed $900 billion in fossil fuels since 2016 and enable billionaire wealth concentration through offshore havens. Your deposits fund this. Credit unions, by contrast:

  • Member-owned: One-member-one-vote governance
  • Community-focused: Loans stay local (mortgages, small business)
  • Lower fees: Non-profit structure passes savings to members
  • Divested: Most have fossil-free portfolios

Moving $50 billion in deposits (just 1% of Big 5's base) crashes their credit ratings 3x faster than regulation, forcing divestment from speculative assets.


30-Day Switch Plan

Week 1: Research & Choose

  1. Find Your Credit Union:

  2. Check Eligibility:

    • Most credit unions require you live/work in their region
    • Join with a $5-25 membership share (you become an owner!)
  3. Open New Accounts:

    • Chequing + Savings (mirror your current setup)
    • Request debit card, online access, cheques

Week 2: Redirect Income

  1. Update Direct Deposits:

    • Employer payroll: Provide new void cheque
    • Government benefits (CPP, EI): Update via My Service Canada
    • Other income sources (pension, investments)
  2. Run Dual Accounts:

    • Keep old bank open temporarily to catch stragglers
    • Verify 2-3 payroll cycles hit new account

Week 3: Move Bill Payments

  1. Transfer Pre-Authorized Payments:

    • List all automatic payments (utilities, rent, subscriptions)
    • Update each with new account details
    • Set reminders for first billing cycles to confirm
  2. Migrate Investments:

    • Transfer RRSPs/TFSAs (contact new credit union's advisor)
    • Avoid withdrawal penalties by direct transfer

Week 4: Close Old Bank

  1. Final Steps:

    • Confirm zero pending transactions
    • Withdraw/transfer remaining balance
    • Close accounts in-person or by phone
    • Request written confirmation
  2. Celebrate & Recruit:

    • Tell 5 friends: "I switched to [Credit Union]. Big 5 banks fund fossil fuels with our money."
    • Post on social: #99Reset #BankSwitch

Comparison Chart

FeatureBig 5 BanksCredit Unions
OwnershipShareholders (profit-driven)Members (democratic)
Monthly Fees$10-30$0-10
Fossil Financing$900B+ since 2016Mostly divested
Local Lending<20% of deposits>80% of deposits
Tax StatusFor-profitNon-profit
ATM AccessNational networksExchange/Interac networks

Conversation Scripts

At Work (Break Room)

You: "Hey, did you know our bank financed $180 billion in oil since 2016? I just switched to [Credit Union]—same online banking, but my money stays local. Takes like 3 weeks. Want the link?"

At Family Dinner

You: "Mom, Dad—I moved to [Credit Union]. Remember when the Big 5 got bailed out in 2008? Credit unions didn't need that because they don't gamble with deposits. Plus, lower fees. You should check them out."

Online Post

"Just completed my #BankSwitch to [Credit Union]! 🎉 No more funding fossil fuels with my savings. Took 4 weeks, saved $15/month in fees, and now I'm a co-owner. If 1% of Canadians do this, we crash Big 5 credit ratings. Who's next? #99Reset"


FAQs

Q: Will I lose access to ATMs?
A: Most credit unions use Exchange/Interac networks (7,000+ ATMs). Some partner with Credit Union Central for surcharge-free access.

Q: Is my money safe?
A: Yes. Credit unions are insured by provincial deposit insurance (e.g., DICO in Ontario, CUDIC in BC) up to $100K, same as CDIC for banks.

Q: Can I still pay bills online?
A: Absolutely. Credit unions offer the same Interac bill payment system as Big 5.

Q: What if I need a mortgage?
A: Credit unions often have better rates (0.1-0.3% lower) because they're non-profit. They also approve more local borrowers.

Q: Will my employer accept credit union direct deposit?
A: Yes. Provide a void cheque or direct deposit form—it's identical to bank setup.


Impact Projections

If 100,000 Canadians switch $10,000 each:

  • $1 billion moved to credit unions
  • 50-100 local mortgages/small business loans funded
  • Big 5 rating downgrade if trend accelerates (Moody's threshold: 5% deposit loss)
  • $1.5 million in fees redirected to communities (at $15/person/month)

Historical precedent: 2017 #DeleteFacebook moved 10M users; banks are more vulnerable because ratings determine loan costs.


Next Steps

  1. Switch Today: Find your credit union
  2. Track Your Impact: Report your switch at 99reset.org/pledge
  3. Recruit 5 Friends: Use scripts above
  4. Join a Chapter: Coordinate local campaigns at 99reset.org/chapters

Resources


Last Updated: November 2025
Difficulty: Easy (4 weeks)
Impact: High (starves Big 5 fossil funding)

Questions? Email info@99reset.org or ask in your local chapter.

Ready to Take Action?

Join the movement and connect with others using these tools in your community.