Use for login, tracking switch activity and completing switch process.
Allows you to login to your old financial institution to access your existing accounts, see recurring payments and switch those accounts over to your new or existing accounts.
Account data will be automatically populated into the ClickSWITCH portal. Just click on which billers you'd like to switch and ClickSWITCH takes care of the rest, sending completed account switch forms and a copy of a voided check directly to billers.
Enables you to easily track payments you want to transition to your new account.
The ClickSWITCH portal allows you to view a listing of all switches currently in progress and details regarding each switch. The Switch Summary will also let you know if additional action is needed from you and confirm when a switch has been successful.
Easily initiate closure for previous external accounts once the switch process is complete.