Personal

ClickSWITCH

Switching Your Automatic Payments is Easier Than Ever Before!

You can easily move recurring payments and direct deposits to your Ulster Savings Bank account, all with the click of a mouse.  No complicated switch kits or wasting time contacting payees, just an easy process that does the work for you.

 

Simply follow these steps to start the secure process:

  1. Call (866) 440-0391 or come by an Ulster Savings Bank branch to receive your SwitchTRACK code.
  2. Access Ulster Savings Bank's ClickSWITCH portal here:  https://ulstersavings.clickswitch.com.
  3. Enter the SwitchTRACK code provided.
  4. Create your personal password.
  5. When prompted, enter your new password, and log in.
  6. Read and accept the terms of use, and you are ready to begin your switches.
  7. Click on your desired tab and follow the instructions to create and submit your switches.

 

Automated Payments Checklist

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

Electric Mortgage/Rent Payment
Gas Automobile Loan/Lease
Water Department Store Card
Telephone Home/Rental Insurance
Mobile Phone Automobile Insurance
Cable Service Life/Health Insurance
Auto Club (AAA) Charitable Donations
Health Club Other Loans
Credit Card Miscellaneous Payments

 

What is a Direct Deposit?

A direct deposit is any payment that you receive from a person or organization directly into your account.  These include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and divident direct deposits from investment accounts.

 

Additional Capabilities


SwitchTRACK Code
Use for login, tracking switch activity and completing switch 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.

Balance Assist
Advises you on the approximate amount to leave in your existing account in the event that automated payments are processed prior to the account switch.

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

 

If you have any questions about how to get started with ClickSWITCH, please stop by your nearby Ulster Savings Bank branch location or contact our Customer Service Center at (866) 440-0391 or customerservice@ulstersavings.com.

 

ClickSWITCH

 
We are committed to ensuring that persons with disabilities have access to our goods and services, including those offered through our website. If you have any feedback or questions regarding our website, please e-mail us at customerservice@ulstersavings.com or call us at 1-866-440-0391.
 
Member FDIC

Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.

Equal Housing Lender

NMLS #619306

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