We know that switching financial institutions can be a hassle, but at 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.
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.