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SAFE Mobile Banking Apps

Apps

Personal Manage Your Money Checking Accounts

Switching your checking account just got easier

ClickSWITCH™ is a fast, easy, and secure way of switching checking accounts through an automated process. This online service provides assistance in efficiently switching your direct deposits and recurring payments from an existing account to SAFE. Plus, it's absolutely free to use.

With ClickSWITCH, you can:

  • Transfer direct deposits to your new account.
  • Notify ACH payment payees and merchants of the new account information and update your billing information with utilities, insurance, club memberships, and more.
  • Request to close old accounts by sending a cancellation notice to the previous financial institution.

After you set up your switch, you can use ClickSWITCH tools to make sure the process goes smoothly:

  • Switch Summary - view the progress of your switches
  • Switch Status - see confirmation when your account has switched
  • Balance Assist - you'll get guidance on how much money to keep in your former account until the switch to SAFE is complete

Getting started couldn’t be simpler! Just:

  1. Log into your SAFE Online Banking account
  2. Select “Additional Services” at the top of the page
  3. Select “ClickSWITCH”
  4. Provide your registration details
  5. Review and accept the Terms of Use
  6. Allow ClickSWITCH to walk you through the rest

Not an Online Banking user? Learn how to sign up.

To learn more, visit your local branch or contact a helpful SAFE representative at (916) 979-7233 or (800) SEE-SAFE.

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