ClickSWITCH

Switching accounts from another financial institution to CFCU is even easier!

Convenient | Fast | Secure | FREE

ClickSWITCH helps you move automatic payments and direct deposits from one account to another all in one place without having to fill out paperwork. 

This service ensures a smooth account transition, including the ability to:

  • View the progress and details of your requested switches
  • Track and confirm when your account has been switched to CFCU
  • Initiate the closure of your previous account

DIRECTIONS 

  1. Call us at 800-428-8340 or stop by a branch to obtain a SwitchTRACK Code.
  2. Log into ClickSWITCH by setting up your Username and Password.
  3. Gather information for your existing automated payments and direct deposits to be switched.
    • Direct Deposits (Paycheck, Investment Income, Retirement Income, Social Security...)
    • Utility Bills 
    • Loan Payments
    • Entertainment/Memberships (Streaming Service, Gym Membership...)
    • Insurance 
  4. Submit each switch and ClickSWITCH takes care of the rest.

 

ClickSWITCH