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
- Call us at 800-428-8340 or stop by a branch to obtain a SwitchTRACK Code.
- Log into ClickSWITCH by setting up your Username and Password.
- 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
- Submit each switch and ClickSWITCH takes care of the rest.