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Personal

ClickSWITCH®

The fast, easy, and secure way to switch your automatic payments and direct deposits.

A woman's hand using a keyboard on a laptop that displays ClickSWITCH.
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Easily move recurring payments and direct deposits to your new or existing account – all with the click of a mouse. It’s fully automated, convenient and takes as little as 10 minutes.

Automatic Payments
Direct Deposits
Summary and Status Reporting

Switch Easily with ClickSWITCH

  1. Call the Service Center at 805-963-7511 to receive your SwitchTRACK code.

  2. Access the Montecito Bank & Trust ClickSWITCH portal here:

  3. Enter the SwitchTRACK code provided and create your personal password to log in.