Open an account online or at any branch and switch old account information with one click. When you open your new account, the Credit Union has an automated process that switches direct deposits, automatic payments and even initiates the closing of old accounts for you!
1. To get started, click here or call us at (800) 467-5427.
2. Log into ClickSWITCH by setting up a username and password.
3. Gather information for your existing automated payments and direct deposits to be switched.
4. Easily transfer direct deposits, switch automatic payments and close old accounts.
5. Submit each switch and ClickSWITCH takes care of the rest, by generating and sending forms to your old financial institution and direct deposit sources.