One of the hardest parts of switching bank accounts is making sure that each of your recurring transactions are routed quickly and correctly. For many people, the sheer number of direct deposits and monthly subscriptions are reason enough to stick with their old bank or credit union. To combat this challenge, Amplify Credit Union uses ClickSWITCH as an in-house tool that will help you switch direct deposits and recurring transactions.

Key Takeaways:

• ClickSWITCH is an automated account tool that allows you to switch direct deposits and recurring transactions to your Amplify account.
• You can submit a switch online, over the phone, or at any Amplify branch location.
• Switches take as little as 90 seconds to submit.
• Once submitted, switches may take anywhere between 5-15 business days to process

What is ClickSWITCH? 

ClickSWITCH is an automated account switching tool that was introduced to Amplify members in December 2021. This service makes it easy for you to securely switch your account direct deposits to a new Amplify account.

Is ClickSWITCH secure? 

Yes. ClickSWITCH uses the latest in online encryption protection to gather and store member’s switch information. When it comes to the security of member personal information, our facilities also adhere to the highest industry standards.

I’m a new member. How do I enroll in ClickSWITCH?

You can be enrolled in ClickSWITCH in one of three ways: online, over the phone, or by a teammate at any Amplify branch location. For the fastest service, we encourage new members to log into online banking and click the Switch to Amplify option in the online banking sidebar. 

If you choose to work with an Amplify team member to process your switch, you will receive a SwitchTRACK Code Form in-person or by email. If you misplace your SwitchTRACK code for any reason, you can contact an Amplify teammate to have your code reset.

I’m an existing member. Can I still use ClickSWITCH?

Occasionally, members may need to transfer deposits to a new account at Amplify. In those cases, ClickSWITCH can be used to easily migrate their banking information. These switches can be re-routed between Amplify accounts. To get started, log into online banking and click on the Switch to Amplify option in the online banking sidebar.

However, if the switch is for a government agency like Social Security and uses the same routing or account number, the member will need to reach out to the agency directly to have the account updated. 

How long does a switch take?

Submitting a switch can take as little as 90 seconds. From there, it typically takes between 5-15 business days for payers to fully process a switch. We recommend members monitor their accounts closely and maintain an interim balance in their previous bank account. It is also a good idea to build in a little extra time and avoid initiating a switch immediately before deposits are scheduled to process.

Will I be notified when a switch is processed?

If you provided your email address during enrollment and have enabled emails, you will receive switch updates via email. Otherwise, you can log in to ClickSWITCH at any time to view the status of your outstanding switches. If the switch is for a government agency like Social Security, you will not receive a confirmation that the switch has been completed. instead, you will receive a letter from Amplify if the government agency denied the switch request.

What if additional information is required for my switch?

If a switch can't be processed for any reason, ClickSWITCH will send you an email letting you know that the switch was rejected and detailing your next steps. If you have not received an update on your switch, you can also check the Active Switches list in ClickSWITCH in online banking. An “Action Needed” status will indicate additional information is required.

I have questions about individual transactions. Who do I contact?

If you have questions or concerns about recurring transactions not switching, please contact the vendor or organization directly.