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ClickSWITCH
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!
Getting Started is as Easy as 1..2..3…
1
Log into your account with Mobile and Online Banking.
2
Expand the 3-dot menu on desktop (in mobile: Menu>More). Then select Direct Deposit and Payment Settings.
3
Choose either Switch Direct Deposits or Switch Recurring Payments to get started.
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 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.
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.
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.
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.
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.
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