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ClickSWITCH

我们已经使它快速和容易切换直接存款与ClickSWITCH.

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ClickSWITCH

转换你的直接存款很容易.

利记app官网 has partnered with ClickSWITCH to provide a quick and secure way to switch your direct deposits, 重复付款, and subscriptions from existing banks or credit unions to your new or existing 元素 checking account.

这对你和你的雇主来说都没有麻烦——只是一个快速的数字化过程. 点击几下,你就被调换了. 与ClickSWITCH, 你可以确定你得到的报酬是你想要的, 当你想要, 去你想去的地方.

关键特性

  • 改变你的直接存款,比如工资, 社会保障, 或投资帐户与ClickSWITCH元素.
  • Move your recurring bill payments like mobile phone, utility bills, streaming services, and more.
  • It’s a quick, digital process with no more filling out employer or government forms. ClickSWITCH will notify your employer or government agency to redirect your direct deposit.
  • It’s an easy way to consolidate your finances to get your deposits where you want them.

什么是ClickSWITCH?

ClickSWITCH is an automated account-switching solution that revolutionizes the way you can set up direct deposit. 它自动, 流线, and simplifies the process of submitting new account information for direct deposits.

ClickSWITCH很快, 安全, and efficiently switches your direct deposit from your old account to your new 元素 account.

开始吧 登录利记 或我们的手机应用程序,并在“工具”中选择“直接存款切换” & 服务”菜单.

登录利记

ClickSWITCH是如何工作的?

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 into our secure ClickSWITCH system, 提交交换机, 剩下的我们来做. You can monitor the progress of your switches by clicking on the “View Existing Switches” on the home screen of your ClickSWITCH dashboard.

点击开关与开关辅助

一旦你启动一个开关, you can use Switch Assist to log in to your previous bank or credit union's online banking account and view your transaction history, which you can use as a reference when creating direct deposit or recurring payment switches.

我什么时候可以开始转换?

任何时候. ClickSWITCH can be used anytime you want to switch your direct deposit and/or 重复付款 to 元素.

什么物品可以点击switch为我移动?

你可以从雇主那里直接存款, 社会保障和其他政府机构, 金融账户, 和更多的元素使用ClickSWITCH.

You can also use ClickSWITCH to move 重复付款 to pay from your 元素 accounts.

帐户转换过程需要多长时间?

提交一个开关只需大约90秒. Switches are processed and sent out within 24 hours of the switch being submitted.

一旦公司收到表格, automatic payment and direct deposit switches typically take 5-15 business days. 因为时间框架取决于接收转换请求的公司, 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. 每次转换的时间取决于付款或存款的类型, the biller or depositor and the method needed to switch the payment or deposit.

启动交换机需要什么?

启动您的直接存款开关, you’ll need to gather all of your automatic payment and direct deposit information. A previous statement is a great source of information for the automatic payments and direct deposits tied to an account.

If you want to move your 重复付款 with ClickSWITCH have information handy for the services or subscriptions you'd like to move.

点击开关与开关辅助

一旦你启动一个开关, you can use Switch Assist to log in to your previous bank or credit union's online banking account and view your transaction history, which you can use as a reference when creating direct deposit or recurring payment switches.

什么是Switch Assist?

一旦你启动一个开关, you can use Switch Assist to view your transaction history at your previous bank or credit union. 在设置交换机时, it's helpful to refer to your recurring direct deposit and 重复付款 in that account.

阅读更多关于ClickSWITCH的常见问题...

什么信息存储在ClickSWITCH?

ClickSWITCH only requests and stores the minimal amount of data required to complete a switch. 此信息包含与空白支票相同的详细信息. 除了你的名字, address, 银行账户, 和路由号, 您的电话号码和电子邮件地址也会被收集.

什么是直接存款和自动付款?

A direct deposit is any payment that you receive from an organization directly into your account. 这可能包括工资直接存款, 政府直接存款(社会保障, 残疾, 等.),并从投资帐户直接派发股息.

自动付款是定期付款, 从外部向您的银行账户发起的持续付款, 比如每月的保险账单, 公用事业付款或汽车贷款付款.

我如何知道我的付款或存款是否已被更改?

The easiest way to check the status of a switch is to look at the “Status” column of your ClickSWITCH account inside 元素 online banking. Switches that have been completed and confirmed by your biller or depositor will display a “Completed” status. 仍在处理中的开关将显示“已邮寄”状态. 对于具有15天或更长邮寄状态的交换机, we recommend contacting the company to confirm the switch is completed or check your account.

如果我发送了错误的信息给ClickSWITCH怎么办?

在大多数情况下, your switch will be rejected and you will receive an email from ClickSWITCH with details on why the rejection happened and what needs to be done next. The exception to this is the Federal Government switches like 社会保障. If these are rejected, then 元素 is notified and we will reach out to you to complete the switch.

ClickSWITCH安全吗??

是的. ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. 另外, ClickSWITCH and 元素 adhere to the highest industry standards with regard to the security of your personal information.

如果我的转换没有完成,我错过了付款怎么办?

监控您的交换机状态是移动帐户的重要组成部分. It is advisable to keep enough money in your old account to cover each payment until the switch status for that payment has changed to “Completed,” or you’ve confirmed with your billers that your payment account information is updated in their systems.

如果我需要帮助设置交换机或有疑问,我应该联系谁?

请透过电邮联络我们 customerservice@xfmlsp.com 或致电317-276-2105或免费电话800-621-2105寻求帮助.