Document Exchange

First Exchange Bank Document Exchange

Uploading Documents for Your Banker

  1. Using the "File Upload" link, upload the documents requested by your banker. Hold Ctrl if you want to upload multiple documents at the same time.
  2. Fill out the required information in the online form below, and click submit.

Signing Up For Round Up

  1. Download the Round Up sign-up form and complete it
  2. Upload the completed Round Up form using the "File Upload" link.
  3. Fill out the required information in online form below and click submit.
  4. One of our banking representatives will soon contact you to assist you in completing the sign-up process. 

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.