You can easily move recurring payments and direct deposits to your Lakeside Bank account, all with the click of a mouse. No complicated switch kits or wasting time contacting payees, just an easy process that does the work for you.
Log in at https://lakesidebank.clickswitch.com, from here you can switch your direct deposits and automatic payments.
If you have questions about how to get started, visit any branch location or call us at 312-435-5100.
Simply Follow These Steps to Start the Secure Process
- Access the switch site: https://lakesidebank.clickswitch.com and set up your personal password.
- Enter your user name and password.
- Gather all the automated payments and direct deposit information that need to be switched to your new account.
- Click the “Direct Deposits” tab and begin typing your direct deposit information.
- Click the “Automatic Payments” tab to begin typing your payments accounts.
Automated Payments Checklist
An automated payment (or ACH) is a regular, ongoing payment that is initiated from your bank account, such as a monthly insurance bill, utility payment or automobile loan payment. Use the list below to organize the transfer of your automatic payments to your new account. Take into consideration any annual payments that you may have set up as a deduction.
- Mobile Phone
- Cable Service
- Auto Club (AAA)
- Health Club
- Credit Card
- Mortgage/Rent Payment
- Automobile Loan/Lease
- Department Store Card
- Home/Rental Insurance
- Automobile Insurance
- Life/Health Insurance
- Charitable Donations
- Other Loans
Direct Deposit Checklist
A direct deposit is any payment that you receive from a person or organization directly into your account. These include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts. Use the list below to organize the transfer direct deposits to your new account.
- Employee Payroll
- Investment Income
- Social Security
Use for login, tracking switch activity and completing switch process.
Account data will be automatically populated into the ClickSWITCH portal. Just click on which billers you’d like to switch and ClickSWITCH takes care of the rest, sending completed account switch forms and a copy of a voided check directly to billers.
Enables you to easily track payments you want to transition to a new account.
The ClickSWITCH portal allows you to view a listing of all switches currently in progress and details regarding each switch. The Switch Summary will also let you know if additional action is needed from you and confirm when a switch has been successful.
Advises you on the approximate amount to leave in your existing account in the event that automated payments are processed prior to the account switch.
Easily initiate closure for previous external accounts once the switch process is complete.