ClickSWITCH
Switching your account is just a click away with ClickSWITCH. From here, you can switch your direct deposits and automatic payments.
AUTOMATED PAYMENTS CHECKLIST
An automated payment (or ACH) is a regular, ongoing payment that is intiated from your bank account, such as:
- Utilities
- Phone
- Internet
- Mortgage/Rent
- Auto
- Insurance
DIRECT DEPOSIT CHECKLIST
A direct deposit is any payment that you receive from a person or organization directly into your account.
- Employee Payroll
- Social Security
- Investment Income
- Retirement/Pension
ADDITIONAL CAPABILITIES
Login, track and complete switch process. Account data will automatically populated into your portal where you can track payments, view progress and more.- SwitchTrack Code
- Easy Set-Up
- Switch Status
- Switch Summary
- Balance Assist
- Account Closure
Here's How It Works.
- Access the Levo ClickSWITCH portal.
- Enter your code provided (contact us if you need a code).
- Create your personal password.
- When prompted, enter your new password and login.
- Read and accept the terms of use, and you are ready to begin your switches.
- Click on your desired tab and follow the instructions to create and submit your switches.