ClickSWITCH takes the hassle out of moving automated payments and Direct Deposits to your Broadview account. You input your payment and Direct Deposit information into our secure ClickSWITCH system and we'll get to work contacting all the billers to switch your payments over to your Broadview account. You can monitor progress and track status in the "Status" column.

Direct deposits and automatic ACH payments.

• A Direct Deposit is any payment that you receive from a person or organization directly into your account. Common examples include payroll from an employer, government deposits (Social Security, Disability, etc.) and dividends from investment accounts.
•  An automatic ACH 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. Please note: Automatic payments that are set up using a bill pay service cannot be switched.

It's easy! Log into online banking and select the “Account Switch" widget to enroll and initiate your switches. (You may need to click "More" to find Account Switch, depending on how you have personalized your Dashboard.) If you received a ClickSWITCH code when you opened your new Broadview account, you are already enrolled and can begin the switch process by simply logging into ClickSWITCH

Broadview will provide you with a SwitchTRACK code when you open a new account. If you have misplaced your code, a new code must be generated. Please contact Broadview's Member Solutions Center at 800-727-3328 or visit a Broadview branch.

When logging into ClickSWITCH you’ll have the option to use Switch Assist or Switch Myself. With Switch Assist you can log into your account at your previous institution and the system will show you all of your automatic payments, Direct Deposits, and bill pay items. You can make these switches directly from the system. You also have the option of using Switch Myself. If you’d prefer to use this method, simply gather your paper bills or online statements that include the biller’s name, address, account numbers and due dates.

You can easily add switches at any time! Simply log in to your ClickSWITCH account and click the "Create a Switch" link.

No. Currently only account numbers can be used for switches. Those payments must be automatic, recurring payments using the member's account number and other financial institution's routing number.

It can take anywhere from two weeks to 30 days for your online payments, direct deposits, etc. to be switched, depending upon the financial institution, merchant, or organization involved. It's always a good idea to review your switch status page for the most current information regarding each switch.

We display the status for each automated payment or Direct Deposit in the "Status" column. If a switch shows as "Completed" there's no need to contact the biller. For switches that are marked as "Mailed" for longer than 10 days, you may want to contact the biller to confirm the status.

A number of billers are included in our system. If we do not have a biller's address, please use the address that is indicated on the payment confirmation or statement the biller sends to you. You can also find most billers' payment addresses displayed in the Help or Contact Us areas of their website.

Yes! You can switch payments from any financial institution using ClickSWITCH. Simply enter your other financial institution account details in the "My Profile" tab. When setting up your switches, choose which financial institution account the payments or deposits are switching from in the account drop-down.

Once the switch is ordered, it is processed immediately and can’t be canceled. However, you can contact the appropriate biller directly to cancel the request.

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 will display a "Completed" status. Switches that are still in process will display a "Mailed" status. For switches that have a mailed status for longer than 10 days or more, we recommend contacting your biller to confirm the switch has been completed, as some billers may not update the status in our system.

If you have opted in for notification emails, you will receive emails about the status of your switches throughout the process.

In addition to the switch status being updated within your ClickSWITCH portal, you will receive an email stating that your switch was rejected. 

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.

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 account information is updated in their system.

Please contact Broadview’s Member Solutions Center at 800-727-3328 or visit a Broadview branch.