What is ClickSwitch?
ClickSwitch is an automated account-switching solution that makes it easy for you to switch your recurring direct deposits and automatic payments quickly and securely from your previous financial institution account to your Foothill account.
How does ClickSwitch work?
ClickSwitch removes the hassle of contacting all your depositors and billers to inform them of your new account information. You input your payment and direct deposit information to our secure ClickSwitch system, submit the switch and we’ll do the rest. You can monitor the progress of your switches by clicking on the “View Existing Switches” on the home screen of your dashboard.
Is ClickSwitch secure?
Yes. ClickSwitch uses the latest in online encryption protection to gather and store your switch information. Additionally, our credit union adheres to the highest industry standards regarding the security of your personal information.
Who do I contact if I need help setting up my switches or if I have questions?
Please call our Foothill representatives at 626-445-0950 for assistance or visit one of our branch locations.
How do I log in and get started?
Getting started with ClickSwitch is easy! Once you’ve been enrolled, you’ll need the Activation code provided to you during enrollment, or you can activate your ClickSwitch account through the Welcome Email you received.
Where do I get an Activation code?
Foothill will provide you with an Activation code once your enrolled during the account opening process at the branch location. If you are an existing member that want to use ClickSwitch, please give us a call at 626-445-0950, Monday – Friday, from 9 am - 4:30 pm, or Saturday, from 9 am - 1:00 pm for an activation code.
My Activation code isn’t working; what should I do?
Please contact Foothill for assistance with your Activation code at 626-445-0950.
What do I need to start my switch?
You’ll need to gather all your automatic payment and direct deposit information to get your switches started. A previous statement is a great source for automatic payments and direct deposits tied to your account.
What is an automatic payment?
An automatic payment is a regular, ongoing payment that is initiated externally to your bank account, such as a monthly insurance bill, utility payment, or automobile loan payment.
What is direct deposit?
A direct deposit is any payment that you receive from an organization directly into your account. These could include payroll direct deposits, and government direct deposits (Social Security, Disability, etc.).
How long will it take for me to submit a switch request?
Submitting a switch typically takes less than 90 seconds.
How long will it take for my switch to be complete?
Once a company receives the form, automatic payment, and direct deposit switches typically take 1-2 pay cycles. Since the timeframe depends on the company receiving the switch request, it’s always a good idea to review your switch status page for the most current information regarding each switch and to continue monitoring your accounts. Timing of each switch can vary depending on the type of payment, deposit or the method needed to switch the payment or deposit.
Do I need to call the billers and depositors to confirm the switch?
We display the status for each automatic payment or direct deposit on the home screen under the button titled “View Existing Switch”. If a switch shows as “Completed” there’s no need to contact the biller or depositor. For switches that are marked as “Mailed” for more than 15 business days, you may want to contact the biller or depositor to confirm the status and see if the company needs additional information.
Why do I need to enter my billing account number or other specific information?
Companies require specific information to ensure your identity and to update the account information in their system.
Which address should I use for my biller and depositor?
Many billers and depositors are already in our system. However, if we do not have a company’s address, please use the address that is indicated on the payment confirmation or statement the company sends you. You can also typically find the address displayed in the Help or Contact Us areas of the company’s website.
What if I don’t have the information required to submit a switch?
If a field has an asterisk on the right, this information is required for the switch to be submitted. If you are in the middle of a switch, you can click “Save and Continue Later”. It will save as an “Information Needed” status and you can either log back in later when you have the required information or contact Foothill for help.
How do I know if my payment or deposit has been switched?
The easiest way to check the status of a switch is to look at the “Status” column of your ClickSwitch account. Switches that have been completed and confirmed by your biller or depositor will display a “Completed” status. Switches that are still in process will display a “Mailed” status.
For switches that have a mailed status for 15 days or more, we recommend contacting the company to confirm the switch is completed or check your account.
What if I forget to include an automatic payment or direct deposit when submitting my switches?
You can easily submit additional switches any time! Simply log in to your ClickSwitch account and click the correct tab in your dashboard.
What if my switch isn’t completed and I miss a payment?
Monitoring your switch status is an important part of moving your account. It is advisable to keep enough money in your old account to cover each payment until the switch status for that payment has changed to “Completed”, or you’ve confirmed with your billers that your payment information is updated in their systems.
When is it safe to move/remove funds from your prior account?
We recommend keeping enough money in your old account to cover each payment until the switch status is “Completed”. This is especially important for any payments that might be due during the 14 days after you initiate a switch.
One of my switches has an “Action Needed” status. What does that mean?
Occasionally, after you have submitted a switch for processing, our research team may be notified that one of the companies you requested to have switched may require you to go online to update your banking information directly through their company portal. When this happens, your switch will show an “Action Needed” status. You may also see an “Action Needed” status if the switch is rejected for other reasons. To see details of the action you need to take, you can click on the Edit icon in the Actions column.
Will I be notified of any switch updates?
If you provided an email address during enrollment and have allowed alert emails, you will receive switch updates via email. If not, you will need to log in to ClickSwitch and view the switch status.
I’m having technical difficulties. Who should I contact?
Please contact a Foothill representative at 626-445-0950 or visit one of our branches for assistance.