You can change which account receives your direct deposits or pays your recurring payments by Enrolling in Personal Online Banking and using ClickSWITCH.
Once enrolled, log into Personal Online, click Services, and then Direct Deposit Switch.
Switch Direct Deposits
Note: A direct deposit is any payment that you receive from an organization directly into your account. These could include payroll direct deposits, government direct deposits (Social Security, Disability, etc.), and dividend direct deposits from investments accounts.
After clicking the Direct Deposit Switch button, click Switch Direct Deposits on the ClickSWITCH dashboard
Click Start switch to continue
Note: Click Learn more about Direct Deposit above the Start switch button to access the Direct Deposit FAQs for ClickSWITCH.
Type the name of your payer, select them from the list, and then click Continue
Select which account you want to receive the direct deposit and then click Continue
Note: To have your direct deposit credit two different accounts, use the Split deposit button
and choose a Percent or Specific amount distribution.
Confirm the information you input is correct and then click Continue
Note: Not all depositors use ClickSWITCH services. If you receive an error message that says "We were not able to complete your request", then you will need to contact your depositor to update your directions.
Enter your login credentials for your direct depositor and click Continue
Note: If you do not have login credentials for an account with your direct depositor, click Try a different verification method and then click direct deposit authorization agreement form to access a form that you may give to your direct depositor.
Pending direct deposit switches that require action are displayed on the Direct Deposit Switch page
Recurring Payment Switch
Note: A recurring payment is a regular, ongoing payment that is initiated externally to your bank account, such as a monthly insurance bill, utility payment or automobile loan payment.
Log into Personal Online, click Services, and then Direct Deposit Switch
After clicking the Direct Deposit Switch button, click Switch Direct Deposits on the ClickSWITCH dashboard
Click Start switch to continue
Note: Click Learn more about Recurring Payment above the Start switch button to access the Recurring Payment FAQs for ClickSWITCH.
Type the name of your payee, select them from the list, and then click Continue
Select the account from which you would like to pay and then click Continue
Confirm the information you input is correct and then click Continue
Note: Not all payees use ClickSWITCH services. If you receive an error message that says "We were not able to complete your request", then you will need to contact your payee to update your directions.
Complete the form and click Continue
If you need additional assistance, please contact our Customer Experience Team at 781-749-2200. We are available Monday-Friday from 8:30 AM to 5:00 PM and Saturdays from 8:30 AM to 1:00 PM (ET).