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CUSB Bank Switch Kit

There’s never been a better time to switch to CUSB Bank! We offer a great FREE service called ClickSWITCH, an automated account switching solution!


Now, switching automated payments and deposits to a new account is easy with CUSB Bank.

WHAT IS ClickSWITCH?  ClickSWITCH is an automated account switching solution that makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from your previous financial institution account to your new CUSB Bank account. You can also initiate the closing of accounts at your previous financial institution using ClickSWITCH.

HOW DOES ClickSWITCH WORK? 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 to the secure ClickSWITCH system, submit the switch, and we’ll do the rest. You can monitor the progress and switch status in the “Status” column on your Dashboard.

IS ClickSWITCH SECURE? Yes. ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. Additionally, our facilities adhere to the highest industry standards with regard to the security of your personal information.

WHO DO I CONTACT IF I NEED HELP SETTING UP MY SWITCHES OR IF I HAVE QUESTIONS? Please contact the CUSB Bank at (800) 397-9964 for assistance.

HOW DO I LOG IN AND GET STARTED? Getting started with ClickSWITCH is easy! Once you’ve been enrolled at account opening, you’ll need the SwitchTRACK code provided to you during enrollment, or you can activate your ClickSWITCH account through a mailing that you'll receive.  Want to sign up now? Fill out the ClickSWITCH Sign Up Form

WHERE DO I GET A SwitchTRACK CODE? CUSB Bank provided you with a SwitchTRACK code form when you opened your account at the branch. If you fill out the sign up form online, your code will be mailed to you within 3-5 business days of signing up. 

WHAT DO I NEED TO START MY SWITCH? You’ll need to gather all of your automatic payment and direct deposit information to get your switches started. A previous statement is a great source of information for the automatic payments and direct deposits tied to an account.

WHAT IS AN AUTOMATIC PAYMENT? An automatic payment is a regular, ongoing payment that is initiated externally to your bank account, such as a monthly insurance bill, utility payment or automobile loan payment.

automatic payments checklist

WHAT IS A DIRECT DEPOSIT? A direct deposit is any payment that you receive from an organization directly into your account. These could include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts.

Direct Deposit Checklist

HOW LONG WILL IT TAKE FOR ME TO SUBMIT A SWITCH REQUEST? Submitting a switch typically takes less than 90 seconds.

ONCE A SWITCH HAS BEEN SUBMITTED, WHEN DOES A COMPANY RECEIVE THE INFORMATION?Switches are processed and sent out within 24 hours of the switch being submitted.

HOW LONG WILL IT TAKE FOR MY SWITCH TO BE COMPLETE? Once a company receives the form, automatic payment and direct deposit switches typically take 5-15 business days. Since the timeframe depends on the company receiving the switch request, 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.

Timing for each switch can vary depending on the type of payment or deposit, the biller or depositor and the method needed to switch the payment or deposit.

DO I NEED TO CALL MY BILLERS AND DEPOSITORS TO CONFIRM THE SWITCH? We display the status for each automatic payment or direct deposit in the Status column. If a switch shows as “Completed” there’s no need to contact the biller or depositor. For switches that are marked as “Mailed” for more than 15 business days, you may want to contact the biller or depositor to confirm the status and see if the company needs additional information.

WHY DO I NEED TO ENTER MY BILLING ACCOUNT NUMBER OR OTHER SPECIFIC INFORMATION?Companies require specific information to ensure your identity and to update the account information in their system.

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