ClickSWITCH A to Z

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This is a comprehensive walk-through of how to use ClickSWITCH as a whole.

In this training we will:

  • Walk-through using your ClickSWITCH software portal
  • Go over how to enroll Account Holders
  • Initiate auto-pay and direct deposit switches, along with account closures
  • Experience the Account Holder's interface
  • View reports and go over switch statuses
  • Review available resources and accessible tools

The workshops are held in the Central time zone and are approximately 60 minutes long.

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+1 646 558 8656 US (New York)
+1 669 900 6833 US (San Jose)
Meeting ID: 898 990 472
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**Please note that some financial institution security systems are set so that access to this webinar is blocked. You may want to contact your IT Department before this training is scheduled to begin so that any needed adjustments can be made. They will need to allow access to

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