Now you can easily move recurring payments and direct deposits to a new account, all with the click of a mouse. Just login, and from there you can switch your direct deposits and automated payments. Account information is transferred instantly, plus it’s fully automated, convenient, and takes less than 10 minutes.
How ClickSwitch™ Works:
- To get started, request your personal SwitchTRACK code from Parkside Credit Union
- Log into ClickSWITCH and set up a user name and password
- Gather information for your existing automated payments and direct deposits to be switched
- Easily transfer direct deposits, switch automatic payments, and close old accounts
- Submit each switch and ClickSWITCH takes care of the rest, by generating and sending forms to your old financial institution and direct deposit sources.
ClickSwitch Tools Ensure a Smooth Account Transition:
- SWITCH SUMMARY – View the progress and details of your requested switches.
- SWITCH STATUS – Track and see confirmation when your account has been switched to Parkside Credit Union.
- BALANCE ASSIST – Advises you on approximately how much money to keep in your old account until the switch to Parkside Credit Union is complete. We suggest that you keep your old account for 30 days to allow time for the switch to be completed and for checks and automated payments to clear.