Customer Information Form

Customer Information Form

Interested in one of our excellent deposit products or signing up for Round Up? Complete three easy steps to begin your journey with First Exchange Bank.

  1. Download and complete our Customer Information Form below for opening a deposit account or the Round Up Sign Up form to sign up for Round Up.
  2. Upload the completed form using the "File Upload" link.
  3. One of our banking representatives will soon contact you to assist you in completing the account opening process.

You can also use this form to upload documents requested by the bank. Hold Ctrl if you want to upload multiple documents at the same time.

Download our Customer Information Form (PDF)

Round-Up (PDF)

Notice: It is recommended to use Chrome, Firefox, or Safari to submit this form. Internet Explorer or Edge may not submit your data correctly at this time.