ClickSWITCHTM allows you to easily and securely switch automatic payments and direct deposits from one financial institution to another. The automated system eliminates the hassle out of closing and opening accounts with financial institutions.
ClickSWITCH does all of the work for you. Once you complete and submit the simple online input form identifying billers and depositors, ClickSWITCH will do the rest. A dashboard is provided which allows you to monitor the progress and status all account switches.
Yes. Using the most current encryption technology and identity validation systems, ClickSWITCH is a trusted source to quickly and securely switch your recurring direct deposits and automatic payments.
All you'll need is the SwitchTRACK code to get started. Once enrolled, Cape Cod 5 will provide you with your secure SwitchTRACK code. You will receive your SwitchTRACK code when you enroll at any of Cape Cod 5's Banking Centers. You can also enroll over the phone at which time, a Cape Cod 5 customer service representative will provide you with your SwitchTRACK code.
Submitting a switch request is fast, easy and secure and takes less than 90 seconds. After submittal, switches are processed and sent out within 24 hours. Once a company (biller or depositor) receives the form, it typically takes 5-15 business days for an automatic payment and direct deposit to be completed. You can monitor the progress and status of your account switch on your ClickSWITCH dashboard. The timing to complete the deposit or payment switch can vary based on the method required by the biller and depositor.
You can check your ClickSWITCH portal at any time to determine the status of your switches. The dashboard will reflect when a switch has been completed. There is no need to contact a biller or depositor if the status reflects "complete". If a switch is marked as "mailed" for more than 15 business days, it is recommended you contact the biller or depositor to confirm the switch status or if additional information is required.
Yes. Simply log into your ClickSWITCH account, click on the 'Correct' tab in the dashboard and enter the account information you would like to be added as a switch. Please remember, once a company (biller or depositor) receives the form, it typically takes 5-15 business days for an automatic payment and direct deposit to be completed. You can monitor the progress and status of your account switch on your ClickSWITCH dashboard. The timing to complete the deposit or payment switch can vary based on the method required by the biller and depositor.
It is recommended that funds to cover your expenses are kept in your old account until the switch status is 'Completed'. This is especially important for payments that might be due during the 14 day period after you initiate a switch.
An accurate and current email address is encouraged and should be provided at time of enrollment. Alerts and switch updates will be sent via email to the email address provided informing you of switch status.
Please contact Cape Cod 5's customer service center at 888-225-4636.