ClickSWITCH
It has never been easier to enjoy all the benefits of a Synergy account -- with a simple switch.

We know moving financial institutions can seem like an unnecessary inconvenience.

  • Your bill payments are already set up.
  • Direct deposits are automatically going into your account.
  • You’re busy and tracking down all your vendors is time away from what you want to do.

The reasons are all valid … but those hassles are a thing of the past. Moving your account to Synergy is now easy as flipping a switch!
 
ClickSWITCH is a fully automated way to:

  • Transfer your automated bill payments
  • Transfer your direct deposits to a Synergy chequing account
  • Close your accounts at your former financial institution

How does it work?

ClickSWITCH removes the hassle of contacting all of your billers and depositors 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 and switch status in the “Status” column on your Dashboard.

How do I get started?

Just meeting with an expert to help guide you through the process. A Member Contact Centre representative will be happy to make an appointment for you – just call 1-866-825-3301.


Frequently Asked Questions


What do I need to get started?

To get your switches started, you’ll need to gather all of your automatic payment and direct deposit information. A previous statement is a great source of information for the automatic payments and direct deposits tied to an account.

How long will it take?

Once a company receives the form, automatic payment and direct deposit switches typically take 5 to 15 business days. 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 for each switch can vary depending on the type of payment or deposit, the biller or depositor and the method needed to switch the payment or deposit.

Do I need to call my billers and depositors?

We display the status for each automatic payment or direct deposit in the Status column on your Dashboard. 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.

Is it secure?

Yes. ClickSWITCH uses the latest in online encryption protection to gather and store your switch information. Additionally, our facilities adhere to the highest industry standards with regard to the security of your personal information.

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