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Now you can easily move recurring payments and direct deposits to a new account — all with the click of a mouse.

With ClickSWITCH® you can change financial institutions or move old accounts without the hassles of filling out multiple forms or wasting time contacting payees for automated payments.

Simply log into the ClickSWITCH portal. From there you can switch your existing direct deposits and automatic payments to Sutton Bank. Account information is transferred instantly. It's fully automated and convenient, paving the way for a smooth and speedy transition to your new account.


Steps to Get Started

  1. Have your SwitchTRACK code ready to begin the process. You should have received this code when you were enrolled in ClickSWITCH. If you don't have a code, call us at 800-422-3641 to get started. 
  2. Go to the following website to access the switch portal:
  3. Enter the SwitchdTRACK code provided by us to log in.
  4. When prompted, enter your new password and log in.
  5. Read and accept the terms of use, then you're ready to begin switching.



Helpful Account Switching Checklists

Automated Payments Checklist

An automated payment (or ACH) is a regular, ongoing payment that is initiated from your bank account, such a s a monthly insurance bill, utility payment or automobile loan payment. Use the checklist below to organize the transfer or your automatic payments to your new account. Take into consideration any annual payment that you may have set up as a deduction. 

  • Electric
  • Gas
  • Water
  • Telephone
  • Mobile Phone
  • Cable Service
  • Auto Club (AAA) 
  • Health Club
  • Credit Card
  • Mortgage/Rent Payment
  • Automobile Loan/Lease
  • Department Store Cards
  • Home/Rental Insurance
  • Automobile Insurance
  • Life/Health Insurance 
  • Charitable Donations
  • Any other loans
  • Other recurring payments

Direct Deposit Checklist

A direct deposit is any payment that you receive from a person or organization directly into your account. These include payroll direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts. Use the checklist below to organize the transfer direct deposits to your new account.

  • Employee Payroll
  • Investment Income
  • Retirement/Pension
  • Social Security
  • Other recurring deposits



Additional Capabilities

SwitchTRACK Code

Use for login, tracking switch activity and completing swich process.

Easy Set-up

Account data will be automatically populated into the ClickSWITCH portal. Just click on which billers you'd like to switch and ClickSWITCH takes care of the rest, sending completed account switch forms and a copy of a voided check directly to billers.

Switch Status

Enables you to easily track payments you want to transition to a new account.

Switch Summary

The ClickSWITCH portal allows you to view a listing of all switches currently in progress and details regarding each switch. The Switch Summary will also let you know if additional action is needed from you and confirm when a switch has been successful. 

Account Closure

Easily initiate closure for previous external accounts once the switch process is complete.


Old-fashioned Innovation

Give Us A Call: 800-422-3641