![]() Tangerine often adds bonuses when you open a savings account, and it is a handy first step to make. I suggest starting by opening a savings account. This is where they get all of your initial information and where you can input an Orange code if you have one. If you don’t already have a Tangerine account, you’ll need to become a client. Make sure you have a good understanding of your banking needs and everything that is coming in and going out of your accounts. Outgoing: Monthly car insurance payment.Incoming: Periodic health plan reimbursements.Incoming: Bi-monthly paycheque from my employer.Look at your account activity for the last 3 – 6 months and determine which transactions are automatically made for this account and will need to be transferred over to your new account. The first, very important step to make before you switch to Tangerine is to look at your current banking institution, and make a list of all automatic payments that go in and come out of your account. Part 2: Opening a chequing account, transferring incoming and outgoing payments.Part 1: Preparing, becoming a client, and openings a saving account.If you want to help support this blog, you can use my referral link when signing up! I put these guides out there because when I made the change myself, I would have appreciated a guide like this. Start the sign up process for a Tangerine accountĭisclaimer: I don’t work for Tangerine. ![]() ![]() Let’s look at how to switch to Tangerine Bank for your day-to-day banking needs in 5 (hopefully) simple steps. As people get more and more fed up paying outrageous fee’s for banking accounts that provide little to no benefits, more people are moving to online banks that offer free accounts for everyday use. Previously, I’ve talked about why I wanted to leave my physical bank and switch to Tangerine, an online only bank.
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