Switch your deposits & payments with ClickSWITCH.™

Yes, we would be happy to help. Stop by your local branch, chat with us via Ava, or give us a call.

Log in to Digital Banking and click Switch My Deposit from the menu. Once on the platform, click either Switch Direct Deposits or Switch Recurring Payments.

To Switch Direct Deposits, you will need the name of who pays you (employer, social security benefit, or other recurring deposit name). You will also need to provide the last 4 numbers of your SSN to get started with a direct deposit switch.

To Switch Recurring Payments, we recommend you gather your past recurring bills and account numbers. Some members find it easiest to refer to a monthly statement for help processing the switch for recurring payments.

Timing for each payment switch can vary depending on the type of payment, biller, and the method needed to switch the payment. Direct deposits and recurring payments typically take between 7-10 days to switch but can be faster with certain billers. It’s always a good idea to review your switch status page for the most current information regarding each switch.

ClickSWITCH displays the status for each direct deposit or recurring payment under View Existing Switches. If a switch shows as Completed, there’s no need to contact the biller. For switches that are marked as Mailed for more than 10 days, you may want to contact the biller to confirm the status.

Occasionally, after you have submitted a switch for processing, the ClickSWITCH research team determines that a particular biller requires you to update your banking information with them online. When this happens, your switch will show an Action Needed status. To see the details of the action you need to take, you can click on the Edit icon in the Actions column.

The easiest way to check the status of a switch is to look under View Existing Switches in your ClickSWITCH account. Switches that have been completed and confirmed by your biller will display a Completed status. Switches that are still in process will display a Mailed status.

You can easily add additional switches any time! Simply log back into your ClickSWITCH account in Digital Banking and resume your session.

Monitoring your switch status is an important part of moving your account. It is advisable to keep enough money in your old account to cover each payment until the switch status for that payment has changed to Completed or you’ve confirmed with your billers that your payment account information is updated in their systems.

Yes! ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. Additionally, ClickSWITCH’s mailing facilities adhere to the highest industry standards with regard to security of your personal information.

A recurring or an automated payment (or ACH) is a regular, ongoing electronic funds transfer, such as a monthly insurance bill, utility payment, or auto loan payment.

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.

We recommend 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.

Give us a call or chat with us via Ava, your Advia Virtual Assistant.