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A fast, easy and secure way to transfer accounts from other institutions - all with the click of a mouse.

ClickSWITCH is an online portal that assists in efficiently switching your recurring payments from old accounts to your Jefferson Financial Checking account. Itís automated, faster and easier than ever before.

With ClickSWITCH, members can change financial institutions without the hassles of filling out multiple forms or wasting time contacting payees for automated payments. Simply log into the ClickSWITCH portal, from there you can switch your existing direct deposits and automatic payments. Account information is transferred instantly, paving the way for a smooth and speedy transition to your new account.

Members opening a new account using ClickSWITCH can:
  • Notify auto-debit payees of the new account information and update their billing information (utilities, insurance, club memberships,etc.);
  • Transfer direct deposits to their new account;
  • Close prior external account(s)
Contact a Member Service Representative at 800.259.2471 to get your SwitchTRACK code and transfer your accounts today!

Already have your SwitchTRACK code?

ClickSWITCH Portal



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