Digital Switch Kit

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As Easy As 1, 2, 3

Follow these three steps to get started with Digital Switch Kit. You'll be receiving your direct deposits into your Magnifi account in no time!

• 1

  Launch Digital Switch Kit

  Navigate to Services --> Digital Switch Kit
  in the Digital Banking menu.
  
  

  Launch Digital Switch Kit

• 2

  Select Your Switch

  The Digital Switch Kit makes it easy to switch direct deposits, online payments and cards used with online vendors.

• 3

  Search For The Company

  Whether its an employer or company you make a payment online to, start typing their name and select it to continue.
  
  If you can't locate your company,
  create a new depositor or payee.

Still looking for the manual paper form process? You can find the steps and forms here.

 

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A Digital Banking login reflects the primary account holder's information. This means that any switches made with the Digital Switch Kit will reflect the information of the primary account holder and not for a joint account holder. Joint account holders can utilize our standard switch kit or open a new account as the primary account holder, and create a new digital banking login for that account.

 

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Frequently Asked Questions:

• How does the Digital Switch Kit work?
  

  Our Digital Switch Kit is powered by ClickSWITCH, an automated account switching solution that revolutionizes the way your account holders are able to set up direct deposit. It automates, streamlines, and simplifies the process of submitting new account information for direct deposits. ClickSWITCH quickly, safely, and efficiently switches account holders' direct deposits from their old accounts at other financial institutions to their new Magnifi accounts.

• When can a switch be initiated?
  

  Anytime. The Digital Switch Kit can be used anytime a member needs to change the direct deposit information or online payment information to/from their Magnifi account.

• What can be switched through the Digital Switch Kit?
  

  Members can switch their direct deposits, online payments and cards used for online purchases with just a few clocks. When moving their direct deposit to Magnifi from a different financial institution, they can also initiate the closure of their previous bank or credit union accounts.

• What information is collected/stored?
  

  ClickSWITCH only requests and stores the minimal amount of data required to complete a switch. This information consists of the same details you would see on a blank check. In addition to the user’s name, address, bank account, and routing number, their phone number and email address are also collected.

• How long does the account switching process take?
  

  For the member, submitting a switch can take as little as about 90 seconds. The length of time it takes for a switch to be fully processed depends on a variety of factors between the depositor and your financial institution, but it ranges from an near instantaneous switch to a few short days.

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