Step 1: Find your SwitchCode And Create Account
If you have applied for a new account in one of our branches, or ONLINE , you should have received a SwitchCode via email with your funding instructions or in your new account documentation given to you by your ALLIANCE team member in branch. Refer to that email/paperwork to find your code and have it ready to login. If you are a current member and already have a checking account, or if you can’t find your SwitchCode, you will need to stop by a branch or call our eSolutions department at 806-798-5554 to get your code. You will then use your SwitchCode to login to ClickSWITCH by clicking HERE , or by going through online banking and clicking “CLICKSWITCH” in the drop down menu:
Once you create your account, you will be sent an authentication code to either your mobile phone or email (whichever you select). Enter that multi-factor authentication code to complete the login process.
Step 2: Complete Direct Deposit Checklist
After you’ve created your login, the next step will be to fill out your direct deposit checklist. A direct deposit is any payment that you receive from a person or organization directly into your account. This can include regular payroll deposits, investment account dividends, government deposits (Social Security, Disability), etc. You will be asked to type in the name of the organization(s) that you want switched over.
If you can’t find your depositing institution or individual you can add them from this screen. Once you’ve selected the correct depositor you will be able to choose how you would like your money deposited into your ALLIANCE account.
Once you’ve selected the individual or entity and your depositing instructions, you will need to click “Save and Continue.”
Step 3: Complete Automatic Payment Checklist
Your next step will be to complete the Automatic Payment Switch. You can Switch your monthly insurance bill, utility payments, automobile loan payments and many more. You will be asked to type in the name of the organization you want to auto pay your bills to. Some organizations will require that you login through their system in order to complete the Switch. ClickSWITCH will directly link you to that organization’s website to complete this step.
You can also login directly to your current financial institution using Switch Assist which will help pull up your current automatic payments that are being drawn from you account so you make sure you don’t miss anything. Once you have completed this step, you will click “Save and Continue.”
Step 4: Option to Close Previous Outside Accounts
If you have any outside financial accounts you wish to close once your deposits and automatic payments have been transferred to ALLIANCE, you can initiate that account closing through ClickSWITCH. You start by entering the name(s) of your previous financial institution(s).
Enter the account information for the account(s) you wish to close. You will finish the closure process by selecting a Close on Date and submitting it to the ClickSWITCH team for processing.
Step 5: Create Electronic Signature
In order for your Switch to be completely processed, you will need to consent to Esign your documents and to the ClickSWITCH Terms and Conditions. You’ll check the box on the right side of the screen and choose a font that fits you.
After your signature is created and saved, you will then click “Sign & Submit” to complete the process. Double check that you have signed for each Switch you intend to complete.
Easily Track the Status of Switches in Progress
Once all of your Switches have been submitted, ClickSWITCH will do the rest. It typically takes around 2 weeks for all Switches to be completely processed. You can easily keep track of the status of your transitioning deposit and bill payment information through the ClickSWITCH portal. The portal allows you to view a listing of all Switches currently in progress and lets you know if additional action is needed by you.
No one likes having to individually set up new direct deposits and automatic payments for new accounts. ClickSWITCH is a financial solution both new and current members can benefit from. Together, we can break the stigma that switching financial institutions has to be a long process. ALLIANCE now offers a fast, secure, and modern solution that makes Switching financial institutions stress free. If you have additional questions or would like help completing your Switches, call ALLIANCE today at 806-798-5554 or stop by any of our seven branches.