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How to Break Up With Your Bank and Stay Friends

Whether it’s a romantic or business partnership, parting ways is a tough task. Far trickier, though, is finessing the more complicated kind of uncoupling—where it's time to end one key aspect of the relationship while trying to keep the rest intact.

If your firm has outgrown your bank, you have every right to move on. To help you be confident in your decision and successfully navigate the situation, we've created a practical guide with questions to ask yourself and step-by-step instructions for discontinuing your relationship with your bank.