ClickSWITCH

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

Switch your automatic deposits and withdrawal online in minutes

 

FREE Checking
  • Step 1: To get started, give us a call us at 503.643.1335 to obtain a SwitchTRACK code.
  • Step 2:  Log into the ClickSWITCH site and set up your account using your email and SwitchTRACK code.
  • Step 3:  Gather information for your existing automated payments and direct deposits to be switched.
  • Step 4:  Easily transfer direct deposits, switch automatic payments and close old accounts.
  • Step 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 Sunset Credit Union

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

 

 

The staff at Sunset are all dedicated and committed to excellent service - they’re so much better than a bank!

John M.

Member since 1968