ClickSWITCH

Consolidate All Your Automatic Payments and Direct Deposits 

Fast. Secure. Free. Easy Way to Switch to your New Checking Account. 

Now you can easily move recurring payments and direct deposits to your Heritage Federal Credit Union account – all with the click of a mouse. With ClickSWITCH™, account information is transferred instantly. It’s fully automated, convenient, and you’ll be switched in no time.

How ClickSWITCH Works:

  1. To get started, you’ll need to get your unique SwitchTRACK Code by visiting your local branch.

  2. Log into ClickSWITCH by setting up a user name and password.

  3. Collect the information for your existing automated payments and direct deposits.

  4. Submit each item to be switched and ClickSWITCH takes care of the rest.ClickSWITCH Tools Ensure a Smooth Account Transition:

    • Switch Summary – View the progress and details of your requested switches.

    • Switch Status – Track and see confirmation when your account has been switched to Heritage Federal Credit Union.

    • Balance Assist – Advises you on approximately how much money to keep in your old account until the switch to Heritage Federal Credit Union is complete. We suggest that you keep your old account open for 30 days to allow time for the switch to be confirmed and for checks and automated payments to clear.

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