We're thrilled you are joining Citadel Credit Union! Our goal is to help you build financial strength – today and tomorrow. Switching is easy, and we're here to help if you need us.
Thank you for choosing Citadel Credit Union! Our goal is to help you build financial strength — today and tomorrow. Switching is easy, and we’ll help each step of the way.
Start using your new Citadel account when it’s convenient for you! If you’re closing other accounts, make sure you allow time for checks and automatic withdrawals to clear. If you’re closing those accounts, simply complete and print our Close Account Form and provide to your other financial institution. As a best practice, destroy any old checks, ATM or debit cards, and deposit slips.
3.) Change Your Automatic Transactions
The forms below will help you contact the companies and financial institutions that handle your direct deposits and automatic withdrawals. A member of our Citadel team would be happy to help you with these forms.
This checklist can help you track who/what companies you need to contact:
That's it — You’re a Citadel member!
Welcome to Citadel Credit Union! When it comes to your financial journey, we promise to provide the tools and guidance to help you build a brighter future.
Transfer Your Funds
Now, just transfer the funds you’d like in your new account. Here’s how:
If you have any questions about your new account, please don’t hesitate to contact us. Welcome to your journey of building financial strength!
“I've been a customer since 2016. Since day one, my experience with the staff has been nothing short of excellent. I'm always greeted with a smile and a friendly "hello" when I set foot through the door. All of my financial needs are addressed a timely and professionally manner. It's an absolute pleasure doing business with a partner rather than an institution. Legendary financial services are a hallmark that every institution should try to achieve. Citadel, in my opinion, lives up to their tagline of one focus "You"!”
“It is always a pleasure dealing with Citadel. The staff is friendly and courteous. My questions are always answered quickly with assurance. I am happy with service. Thank you Citadel for you putting the customer first.”
“I have been with this bank my whole life. I can trust them and I feel like I'm talking to a friend or relative when I call, which is why I have never thought about getting a new bank. Citadel is always helpful, reasonable, and transparent!”
“I have had nothing but excellent experiences with Citadel. All of the associates have answered my many questions in a timely manner and have even made suggestions to make my banking experience easier. I feel like a member of a large family and am happy to be a part of this great organization!”
“I originally joined the Credit Union in 1953, when it was Atlantic Refining Credit Union. I saw it change to Lukens Steel Credit Union and then Citadel. I have banked at many of the branches including Paoli and Thorndale. When we moved to Hatboro, I was pleased to find out a branch opened, right around the corner, in Warminster! I have found the representatives in all branches to be very friendly, knowledgeable, and efficient.”
“Citadel has been outstanding! If I ever have any difficulties or need help, all I have to do is call or drive over. They're only five minutes away. Maria and KC, at Harleysville, have been magnificent in helping me log on to online banking. ”
“I've been a Citadel member since 1984 and can't remember having a bad experience in over 33 years. The customer is, and always has been, the important person.”
“My word for Citadel is WOW! I already had my Honda financed through Citadel and was looking to consolidate some of my credit cards. No one out there would help me until Citadel. Once that was finalized it was one WOW after another! After being with my previous bank for 20 years, I was hooked and changed banks completely. Every time I come in, I am among friends and people are so eager to assist me. Since my change to Citadel, my credit score has skyrocketed. In my humble opinion, Citadel changed my financial world.”
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