Switch your Direct Deposit with ClickSWITCH
ClickSWITCH is an automated account switching solution that makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from your previous financial institution account to Robins Financial Credit Union.
ClickSWITCH removes the hassle of contacting all of your billers and depositors to inform them of your new account information. You input your payment and direct deposit information to our secure ClickSWITCH system, submit the switch and we’ll do the rest. You can monitor the progress of your switches by clicking on the “View Existing Switches” on the home screen of your Dashboard.
When you have your account set up:
- Log into your Digital Banking
- Click Direct Deposit Switch found under the Accounts menu
- Click Switch Direct Deposits to begin
Frequently Asked Questions
Is ClickSWITCH secure?
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.
What do I need to start my switch?
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.
What is a direct deposit?
A direct deposit is any payment that you receive from an organization directly into your account. These could include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts.
How long will it take for me to submit a switch request?
Submitting a switch typically takes less than 90 seconds.
Once a switch has been submitted, when does a company receive the information?
Switches are processed and sent out within 24 hours of the switch being submitted.
How long will it take for my switch to be complete?
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.
Do I need to call my billers and depositors to confirm the switch?
We display the status for each automatic payment or direct deposit on the home screen under the button titled “View Existing Switches”. If a switch shows a “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.
Which address should I use for my biller and depositor?
A large number of billers and depositors are already in our system. However, if we do not have a company’s address, please use the address that is indicated on the payment confirmation or statement the company sends you. You can also typically find the address displayed in the Help or Contact Us areas of the company’s website.