We partner with your financial institution to quickly and painlessly move all of your banking transactions from your old financial institution to your new financial institution. When you’re ready, ClickSWITCH will even initiate the closure of your old account.
Simply log in to the ClickSWITCH portal on any desktop or mobile device, or easily access ClickSWITCH with an account opening or online banking integration.
Select the direct deposits and automatic payments you’d like to switch to a new or existing financial institution.
In just a few minutes the account switch process is complete. ClickSWITCH can even initiate the closure of your old account.
Our vast network of financial institutions means you’re able to use ClickSWITCH virtually anywhere.
Switching your direct deposit is a breeze because of our vast employer network. We can work with any employer.
Switching automatic payments has never been easier; our company database reaches far and wide.
Reach out to your financial institution to make sure that they use ClickSWITCH.
If your financial institution uses ClickSWITCH, getting started with ClicKSWITCH is easy! Once you’ve been enrolled, your financial institution will provide you with an activation code or you can activate your ClickSWITCH account through the Welcome Email you received. Depending on your financial institution, you may be able to log in through online banking as well. If you need an activation code, reach out to your financial institution.
Submitting a switch typically takes less than 90 seconds.
A switch is an individual request to move a direct deposit or recurring payment to a new account.
Switches are processed and sent out within 24 hours of the switch being submitted.
Yes, ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. Additionally, our facilities adhere to the highest standards with regard to the security of your personal information.
A direct deposit is any payment that you receive from an organization directly into your account. These could include payroll direct deposits, government direct deposits (Social Security, Disability, etc.), and dividend direct deposits from investment accounts.
An automatic payment (or recurring payment) is a regular, ongoing payment that is initiated externally to your bank account, such as a monthly insurance bill, utility payment or automobile loan payment.
Please contact a representative at the financial institution of your new bank account or the bank account you’d like to switch to.
ClickSWITCH is an automated financial account switching solution that makes it easy for you to quickly and securely switch your direct deposits and recurring payments to your new or existing account at your financial institution.