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Switch Center Frequently Asked Questions
Switch Center Frequently Asked Questions PrintPrint
What is the Chase Online Switch Center?
The Chase Online Switch Center makes it easy to switch deposit accounts from any U.S. bank to Chase. Using the Online Switch Center you can create letters to close your old bank account, transfer your Automatic or Direct Deposits, and transfer your Automatic Payments. When you provide some basic account information, the Online Switch Center will generate customized letters for you to print, sign and mail. Keep track of all your activity in the online Activity Summary—update information or print additional letters as often as you like.

Are any fees charged when I use the Online Switch Center?
No, the Chase Online Switch Center is free to all Chase customers.

After I’ve printed my letters, then what do I do?
Once your customized letters are printed, just sign and mail them to the appropriate contacts. Be sure to attach a voided check to the letter as noted in the instructions.

Can I close more than one bank account using the Online Switch Center?
Yes. Just take the following steps:

    1. From the main Switch Center page, click the “ Start here to close your old accounts” link. You can also click the “Add another Financial Institution” link on the Activity Summary page.

    2. Use the Old Bank Information form to enter the information for the first account you’d like to close, then click “Save” at the bottom of the page. The account will appear on the Activity Summary page.

    3. On the Activity Summary page, click the “Add another financial institution” link. You’ll return to the Old Bank Information form.

    4. Enter the information for the next account you’d like to close and click “Save.”

    5. Repeat steps two through four as needed. When you’re ready, print the letters using the “Print” action link for each contact listing on the Activity Summary page.

How do I switch my Automatic or Direct Deposits to my Chase account?
It’s easy!

    1. From the main Switch Center page, click the “Start here to switch your deposits” link. You can also click the “Add new contact” link for Automatic or Direct Deposit Information on the Activity Summary page.

    2. Use the Automatic or Direct Deposit Information form to enter the required information, then click “Save” at the bottom of the page. The contact name will appear on the Activity Summary page.

    3. From the Activity Summary page, click the “Print” Action link for each contact to print the customized Automatic or Direct Deposit Change Notification.

    4. Sign the letter and mail to the appropriate company. To add another contact, click the “Add new contact” link on the Activity Summary page.

    Remember, it typically takes at least 30 days to establish a Direct Deposit with an employer or an Automatic Deposit from a depositor.

    You can determine whether your Automatic or Direct Deposits are being received in your Chase account by reviewing the recent deposits to your bank account.

How do I switch Automatic Payments to be debited from my Chase account?
It’s easy!

If you have a payee who initiates automatic payment withdrawals (e.g. direct debits) from your other bank account:
    1. From the main Switch Center page, select the “ Start here to redirect your automatic payments” link. You can also click the “Add new contact” link for Automatic Payment Information on the Activity Summary page.

    2. Use the Automatic Payment Information form to enter the required information, then click “Save” at the bottom of the page. The contact name will appear on the Activity Summary page.

    3. From the Activity Summary page, click the “Print” Action link for each contact to print the customized Automatic Payment Change Notification.

    4. Sign the letter, attach a voided check and mail to the appropriate company. To add another contact, click the “Add new contact” link on the Activity Summary page.

    Remember, it can take up to two billing cycles (30-60 days) to establish an automatic payment. Make sure to continue making your payments while your requests are processed.

    You can determine whether your Automatic Payments are being made from your Chase account by reviewing he recent activity in your bank account.


How do I track my progress?

Use the Activity Summary page to log and track the status of your switch request to depositors and payees, as well as your account closing requests to banks. You can save any information entered in the Online Switch forms (Old Bank Information, Automatic or Direct Deposit Information, Automatic Payment Information), by clicking “Save” at the bottom of each form. Even if you haven’t completed the form, the information you’ve entered will be saved and accessible to you online as long as you input the Bank or Contact name.

To make changes to your saved information, you can click the appropriate Bank or Contact Name on the Account Summary Page. You can also click the “Change” Action link for the appropriate Bank or Contact Name.

Updating Progress

    Mailed Status: Once you’ve mailed your customized Online Switch Center letter to the appropriate contact, select the date you sent the letter by clicking on the calendar icon next to “Mailed.” Select the date your letters were mailed by clicking the appropriate day on the calendar–then, click “Save.” The date you’ve selected will display next to “Mailed” under status for each contact listed.

    Completion Status: When you’ve verified that the individual contacts have completed your request (accounts closed, automatic or direct deposits received, automatic payments made), select the corresponding date of completion by clicking the calendar icon for each contact. Select the correct date by clicking the appropriate day on the calendar—then, click “Save.” The date you’ve selected will display next to “Account closed”/”Deposits received”/”Payments made.” under status for each contact listed.

    Enter Date: If no date has been selected, or if a previously saved date has been deleted, the text “Enter date” will appear next to the appropriate Status task (“Mailed”/”Account closed”/”Deposits received”/”Payments made”).

Who can I contact if I have questions about using the Switch Center?

For questions about using the Chase Online Switch Center, please contact our Internet Service Center at 1-877-CHASEPC (1-877-242-7372). Representatives are available 24 hours a day, 7 days a week.

How is my information protected when I use the Switch Center?

Chase is serious about doing its part to safeguard your personal information online. As a security measure, you may access your account information online from the Chase website only if you've enrolled on Chase Online by creating a User ID and Password that's known only to you.

Chase Online Banking uses Secure Sockets Layer (SSL) technology to encrypt your personal information such as User IDs, passwords and account information over the Internet.

How long do you keep the information I saved in the Online Switch Center?

We’ll maintain your information for six months from the date of your last contact with your Online Switch Center records.