ClickSWITCH

It's Your Money, Switching Should Be Easy!

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ClickSWITCH


Now you can easily move recurring payments and direct deposits to a new account - all with the click of a mouse. With ClickSWITCH account information is transferred instantly, it's fully automated, convenient and as little as 10 minutes.

How ClickSWITCH Works:

  1. Go to the following site to access ClickSWITCH: https://trianglecu.clickswitch.com
  2. Enter the SwitchTRACK code provided, and set-up your personal password to log in.
  3. Select how you'd like to start the process. Use Switch Assist to see all of your direct deposits and automatic payments in one place, or gather your direct deposit and automatic payment information and use Switch Myself.
  4. Click the "Create a Deposit" link and begin adding your direct deposit information.
  5. Then click the "Create a Deposit" link to begin switching your automatic payment accounts.

ClickSWITCH Tools Ensure a Smooth Account Transition:

Switch Summary
View the progress and details of your requested switches.

Switch Status
Track and see confirmation when your account has been switched to us.

Balance Assist
Advises you on approximately how much money to keep in your old account until the switch to Triangle Credit Union is complete. We suggest that you keep your old account open for 30 days to allow time for the switch to be confirmed and for checks and automated payments to clear. 

 

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