Make the Switch

Automated Payments Checklist

An automated payment (or ACH) is a regular, ongoing payment that is initiated from your bank account, such as a monthly insurance bill, utility payment or automobile loan payment. Use the checklist below to organize the transfer of your automatic payments to your new account. Take into consideration any annual payments that you may have set up as a deduction.

• Electric
• Gas
• Water
• Telephone
• Mobile Phone
• Cable Service
• Auto Club (AAA)
• Health Club
• Credit Card
• Mortgage/Rent Payment
• Auto Loan/Lease
• Department Store Card
• Home/Rental Insurance
• Auto Insurance
• Life/Health Insurance
• Charitable Donations

Direct Deposit Checklist

A direct deposit is any payment that you receive from a person or organization directly into your account. These include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts. Use the checklist below to organize the transfer of direct deposits to your new account.

• Employee Payroll
• Investment Income
• Retirement/Pension
• Social Security

Additional Capabilities

SwitchTRACK Code
Use for login, tracking switch activity and completing switch process.

Switch Assist
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.

Easy Set-up
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.

Switch Status
Enables you to easily track payments you want to transition to your new account.

Switch Summary
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.

Account Closure
Easily initiate closure for previous external accounts once the switch process is complete.