ClickSWITCH

Take the next step to a better life by switching your accounts to Clearview.
Switch to Clearview today

Move your accounts to Clearview in just a few clicks

Use ClickSWITCH to move your direct deposits and automatic payments to your new or existing Clearview account. It's fast, convenient, secure, and automated, so you don't have to do a lot of heavy lifting. Just enter some basic information and let ClickSWITCH do the rest! No more hassle of printing and filling out forms, or contacting all of the places you currently have automatic payments going to.

Stay up to date on the progress of your switches in two simple ways:

  1. View within the ClickSWITCH portal.
  2. Sign up for email notifications.

You can also switch your recurring subscriptions, like Amazon, Netflix, and Hulu, to your Clearview credit or debit card. If you’ve ever lost your card or needed to update information from an expired card, you know how time consuming it can be. ClickSWITCH provides you the convenience of updating your information for all of your online subscriptions and shopping accounts in one place.

Get started with ClickSWITCH

 
Log in

Log in

Access ClickSWITCH in digital banking.

Select ClickSWITCH

Select ClickSWITCH

Select ClickSWITCH under Manage account in online banking or under the More menu in the app.

Switch Away

Switch Away

You'll see options to switch direct deposits, recurring payments, credit and debit cards, and view existing switches.


Our staff can also get you started with ClickSWITCH and help you complete your first direct deposit switch. Stop by your local financial center or start a video call with Clearview Live® to get started.
 
Still have questions about ClickSWITCH?
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.

Switches are processed and sent out within 24 hours of the switch being submitted.

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 review your switch status page for the most current information regarding each switch and to continue monitoring your accounts. Timing for each switch can vary depending on the type of payment or deposit, the biller or depositor, and the method needed to switch the payment or deposit.
If you provided an email address during enrollment and have allowed alert emails, you'll receive switch updates via email. If not, you'll need to log in to ClickSWITCH and view the switch status.
Yes. ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. Additionally, our facilities adhere to the highest industry standards with regard to the security of your personal information.
Since bill payments are not automatically recurring, you’re not able to use ClickSWITCH for them.

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They have helped me completely with my financial needs and have worked with me so that made my life less stressful in my time of need. Dyanna, member for 20+ years
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I would like to send a special thanks to the Robinson office. Their patience and professionalism, as well as friendly personality, only helped solidify our opinion as Clearview being the best credit union in the country. Tom, Member since 2005
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