ClickSWITCH is an automated account switching solution that makes it easy for you to switch recurring direct deposits and automatic payments quickly and securely from your previous financial institution account to UECU accounts.
Watch the video below to learn more!
ClickSWITCH Features Include:
- Easily establishing direct deposits including payroll, social security, disability, or dividend deposits from investment accounts.
- Quickly creating automatic payments include any regular ongoing payment that is initiated externally through the members bank account such as insurance, utility payments, loan payment, etc.
- Enjoying the latest in online encryption protection to gather and switch information.
Getting Started is as Easy as 1..2..3…
- Log into your account with Mobile and Online Banking.
- From the main menu, select ClickSWITCH.
- Choose either Switch Direct Deposits or Switch Recurring Payments to get started.
ClickSWITCH FAQs
What do I need to start a switch?
You’ll need to gather all of your automatic payment and direct deposit information to get your switches started. A previous statement is a great source of information for the automatic payments and direct deposits tied to an account.
Once a switch has been submitted with ClickSWITCH, when does a company receive the information?
Switches are processed by ClickSWITCH and sent out within 24 hours of it being submitted.
How long will it take for my ClickSWITCH switch to complete?
Once a company receives the form, automatic payment and direct deposit switches typically take 5-15 business days. Since the timeframe depends on the company receiving the switch request, it’s always a good idea to monitor the progress on the View Existing Switches page for the most current information regarding each switch.
Do I need to call my billers and depositors to confirm the switch I made?
ClickSWITCH displays the status for each automatic payment or direct deposit on the ClickSWITCH dashboard under View Existing Switches. If a switch shows as “Completed” there’s no need to contact the biller or depositor. For switches that are marked as “Mailed” for more than 15 business days, you may want to contact the biller or depositor to confirm the status and see if the company needs additional information.
When is it safe to move/remove funds from my prior account after using ClickSWITCH to move payments to my UECU accounts?
ClickSWITCH recommends keeping enough money in your old account to cover each payment until the switch status is “Completed.” This is especially important for any payments that might be due during the 14 days after you initiate a switch.
Can I use ClickSWITCH to switch bill payments I do manually?
Since bill payments are not automatically recurring, you’re not able to use ClickSWITCH for them. These bills can be paid through Bill Pay. Select Pay Bills from the main menu in Mobile and Online Banking to get started.
How secure is ClickSWITCH?
ClickSWITCH has completed the internationally recognized third-party assurance engagement for service organizations, the most widely accepted compliance initiative providing an independent evaluation.
Contact a Member Service Representative to learn more.