Frequently Asked Questions

Switch Conscierge Powered by Clickswitch

Now you can quickly move recurring payments and direct deposits to your Energy Credit Union account – all with the click of a mouse. With Switch Concierge Powered by ClickSWITCH , account information is transferred easily. It’s fully automated, convenient and takes less than 10 minutes to get it set up. If you are feeling hesitant to start the process alone or a maybe little less technically inclined, Energy CU staff will be happy to help you through the process.

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Frequently Asked Questions

How Switch Concierge Powered by Clickswitch Works:

  1. Log into Switch Concierge Powered by Clickswitch by setting up a user name and password
  2. Gather information for your existing automated payments and direct deposits to be switched
  3. Easily transfer direct deposits, switch automatic payments and close old accounts.
  4. Submit each switch and Switch Concierge Powered by Clickswitch takes care of the rest, by generating and sending forms to your old financial institution and direct deposit sources.

Switch Concierge Powered by Clickswitch Tools Ensure a Smooth Account Transition:

  • Switch Summary: View the progress and details of your requested switches.
  • Switch Status: Track and see confirmation when your account has been switched to us. Advises you on approximately how much money to keep in your old account until the switch to The Energy CU is complete, We suggest that you keep your old account open for 30 days to allow time for the switch to be confirmed and for cheques and automated payments to clear.

Need a Switch Concierge Powered by Clickswitch Code?

Call The Energy Credit Union at 416-238-5606. Our staff will be happy to help you.

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