SWITCH YOUR AUTOMATIC PAYMENTS AND DIRECT DEPOSITS WITH CLICKSWITCH!
When you open your new Mountain View Financial chequing account, save yourself time and hassle by using ClickSWITCH to automatically transfer your recurring payments and direct deposits from your old account to your new Mountain View Financial one!
ClickSWITCH is a fully automated and secure way to:
Transfer your automated bill payments to your new chequing account
Transfer your direct deposits to your new chequing account
Close your old accounts at any financial institution
Business members: ClickSWITCH is available to you too! You can enroll in-branch to get the process started. Call 1.844.648.6466 to set up a time that works best for you.
HERE'S HOW IT WORKS
You enroll in ClickSWITCH within Online Banking. If you don’t have Online Banking set up yet, give us a call at 1.844.648.6466.
1. Log into online banking
2. Select Payments in the left hand navigation and click on Switch Concierge™
3. You’ll be directed to a new page showing the accounts you can use ClickSWITCH with.
That’s it! Once you’ve completed the enrollment process, you can begin switching your direct deposit and automated bill payments to the enrolled account following the online prompts.
Need help? Talk to us at 1.844.648.6466.