ClickSWITCHTM

The fast, secure, and free way to switch your automatic payments & direct deposits!

Now you can 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
  • Social Security Deposits

How ClickSWITCH Works

  1. Call the Service Center at 805-963-7511 to receive your SwitchTRACK code.
  2. Access the Montecito Bank & Trust ClickSWITCH portal here: https://montecito.clickswitch.com.
  3. Enter the SwitchTRACK code provided and create your personal password.
  4. When prompted, enter your new password and log in.
  5. Read and accept the terms of use.
  6. Click on your desired tab and follow the instructions to create and submit your switches.

ClickSWITCH tools ensure a smooth account transition

Switch Summary
View the progress and details of your requested switches.

Switch Status
Track and get confirmation when your account has been switched to Montecito Bank & Trust.

Balance Assist
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.