StagePoint

ClickSWITCH®

We’ve simplified the switching process

We know that switching financial institutions can be a hassle, but StagePoint we make switching simple. When you decide to switch to StagePoint our ClickSWITCH online portal makes it easy to move your automated payments and direct deposits to your new account with the click of a mouse. Account information is transferred instantly. It's fully automated, convenient and takes less than 10 minutes.

ClickSWITCH Tools ensure a smooth account transition:

  • Switch Summary -- View the progress and details of your requested switches.
  • Switch Status -- See confirmation when your account has been switched to us.
  • Balance Assist -- Advises you on approximately how much money to keep in your old account until the switch to StagePoint 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 checks and automated payments to clear.

You need to be a StagePoint member to get started with ClickSwitch.

First, we’ll work together to find an account that’s right for you. Stop into a branch to open an account and we'll walk you through the simple steps. We’ll provide you with a unique access code allowing you to enter the ClickSwitch portal. We’ll answer your questions and ensure you made it through the process.

Do you have your ClickSWITCH code? Before logging on to ClickSwitch, gather information for your existing automated payments and direct deposits to be switched. ClickSwitch will take care of the rest.

Get your unique code now. If you are already a member of StagePoint but do not have a switch code email us at info@StagePointFCU.com.

Latest News -

all news