ClickSWITCH
The Fast, Secure and Free Way to Switch Your Automatic Payments and Direct Deposits!
PFCU's ClickSWITCH is an online portal that assists in efficiently switching your recurring payments from old accounts to your PFCU account – all with the click of a mouse. With ClickSWITCH you can change financial institutions or move old accounts without the hassles of filling out multiple forms or wasting time contacting payees for automated payments. It's fully automated, convenient and takes less than 10 minutes.
With PFCU's ClickSWITCH, you can:
- Change financial institutions without the hassle.
- Transfer direct deposits to your PFCU account.
- Notify auto-debit payees of the new account information and update their billing information.
- View and track your switches with the Switch Summary and Switch Status tools.
Getting started with ClickSWITCH is easy.
Simply follow one of the steps below:
- Teller Net:
- Log into Teller Net.
- Go to the eServices tab and click ClickSWITCH.
- Verify your information and click Save.
- Read and accept the Terms of Use Agreement and you are ready to make switches. Click on the desired tab, follow the instructions to create and submit your switches and ClickSWITCH will take care of the rest!
- ClickSWITCH Welcome Email:
- Contact a PFCU Member Service Representative at 215-934-3500 or 800-832-PFCU (outside the metropolitan area), stop by any of our PFCU branches, or fill out our ClickSWITCH Form on the right to receive a ClickSWITCH Welcome email.
- When you receive your ClickSWITCH Welcome email, click the “Start New Switch” button and to access your ClickSWITCH Portal.
- Type in the last four digits of your PFCU account number that’s associated with your ClickSWITCH enrollment and click the “Verify Now” button.
- Create your personal password, read and accept the Terms of Use and the E-Sign Agreement, then click the “Continue” button.
- Click on the desired tab, follow the instructions to create and submit your switches and ClickSWITCH will take care of the rest!
- SwitchTRACK Code:
- In the event you don’t have an email, you will need to use a SwitchTRACK code to access your ClickSWITCH Portal.
- Stop by any of our PFCU branches to receive your SwitchTRACK code or contact a PFCU Member Service Representative at 215-934-3500 or 800-832-PFCU (outside the metropolitan area) to get your SwitchTRACK code mailed out to you.
- Once you have your SwitchTRACK code, go to the ClickSWITCH Portal, type in your SwitchTRACK code and click the “Activate Now” button.
- Create your personal password, read and accept the Terms of Use and the E-Sign Agreement, then click the “Continue” button.
- Click on the desired tab, follow the instructions to create and submit your switches and ClickSWITCH will take care of the rest!
Questions?
If you have any questions, refer to our ClickSWITCH Frequently Asked Questions Page, contact a PFCU Member Service Representative at 215-934-3500 or 800-832-PFCU (outside the metropolitan area) or email service@pfcu.com.