Transfer Existing Accounts To Us

The Fast, Secure and Free Way to Switch Your Automatic Payments & Direct Deposits!

Now you can easily move recurring payments and direct deposits to a new account - all with the click of a mouse. With ClickSWITCH® account information is transferred instantly, It’s fully automated, convenient and as little as 10 minutes.

How ClickSWITCH Works:

1. Call 516.742.4900 or come by any Nassau Financial branch to receive your SwitchTRACK Code.
2. Access Nassau Financial ClickSWITCH portal here:
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 see confirmation when your account has been switched to Nassau Financial.
Balance Assist
Advises you on approximately how much money to keep in your old account until the switch to Nassau Financial 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 automated payments to clear.
Once you have your code Click Here