A woman looking at her cellphone as she studies.


Move your account the easy way

ClickSWITCH is an online portal that assists in efficiently switching your recurring payments from old accounts to your Jefferson Financial Checking account. It’s 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: 
Green Arrow BulletNotify auto-debit payees (utilities, insurance, club memberships, etc.)
Green Arrow BulletTransfer direct deposits
Green Arrow BulletClose 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? Just Click Here to get started!