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Switching Made Easy

Finally, There’s a Simple Way to Switch Your Checking Account.

It’s Your Money, Switching Should Be Easy.

The Fast, Secure and Free Way to Switch Your Automatic Payments & Direct Deposits!

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 takes less than 10 minutes.

How ClickSWITCH Works

  1. If you do not have an Alliance account, click here or have your current Alliance account information handy and call us at (800) 541-6131 to obtain a SwitchTRACK code.
  2. Enter the SwitchTRACK code provided and set-up your personal password to log in.
  3. Select how you would 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. Easily transfer direct deposits, switch automatic payments and close old accounts.
  5. Submit each switch and ClickSWITCH takes care of the rest, by generating and sending forms to your old financial institution and direct deposit sources.

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 Alliance.

Balance Assist
Advises you on approximately how much money to keep in your old account until the switch to Alliance 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.

 

 

ClickSWITCH High Resolution Video Tutorial – 2017