How ClickSWITCH Works
- Call the Service Center at 805-963-7511 to receive your SwitchTRACK code.
- Access the Montecito Bank & Trust ClickSWITCH portal here: https://montecito.clickswitch.com.
- Enter the SwitchTRACK code provided and create your personal password.
- When prompted, enter your new password and log in.
- Click on your desired tab and follow the instructions to create and submit your switches.
ClickSWITCH tools ensure a smooth account transition
View the progress and details of your requested switches.
Track and get confirmation when your account has been switched to Montecito Bank & Trust.
Advises you on approximately how much money to keep in your old account until the switch to Montecito Bank & Trust 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 automatic payments to clear.