Since bill payments are not automatically recurring, you’re not able to use ClickSWITCH for them.

We display the status for each automatic payment or direct deposit on the home screen under the button titled “View Existing Switches”. If a switch shows “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.

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 checking your account.

Getting started with ClickSWITCH is easy! Log in to Online Banking, navigate to the Tools section, and select Manage Payments and Direct Deposit.

ClickSWITCH eliminates the hassle of contacting all your billers and depositors to update them on your new account information. You enter your payment and direct deposit information into our secure ClickSWITCH system, submit the switch, and we’ll do the rest. You can monitor the progress of your switches by clicking on “View Existing Switches” on the home screen of your Dashboard.

Submitting a switch typically takes less than 90 seconds.

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 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.

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.

Occasionally, after you have submitted a switch for processing, our research team determines that the company requires you to update your banking information with them online. 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 the details of the action you need to take, you can click on the Edit icon in the Actions column.

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

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 the financial institution for help.

You can easily submit additional switches any time! Simply log in to your ClickSWITCH account and click the correct tab in your Dashboard.

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 systems.

A direct deposit is any deposit that you receive from an organization directly into your account. These could include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts.

An automatic payment is a regular, ongoing payment that is initiated externally to your Nymeo account, such as paying your monthly insurance bill, utility payment, or automobile loan payment.

ClickSWITCH is an automated account switching tool that makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from another financial institution to your new Nymeo 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 within the 14 days after you initiate a switch.

A large number of 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.

Please contact Nymeo for assistance.

Companies require specific information to verify your identity and to update the account information in their system.

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.