ClickSwitch® | Amerant Bank
An Amerant customer on a laptop is easily transferring money online with ClickSwitch.

ClickSWITCH® available with Amerant Bank

Easily transfer over your direct deposits, payments, and more to your Amerant account in as little as ten minutes.*

As a customer, you can open a ClickSWITCH® account that allows you to transfer over your direct deposits and automated payments to your new Amerant account.
Save yourself from having to call the different utility companies, the gym, the mortgage lender, and the student loan providers. Get them transferred in one easy step so you can keep track of every deposit and payment, saving you hours of phone calls and paperwork.
We can help walkthrough ClickSWITCH® and within 30 days, your eligible accounts will be moved. It’s secure and fast.
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ClickSWITCH® Benefits

Fast and Secure

The secure platform makes getting set up easy.

Transfer Direct Deposits

Switch over your direct deposit so its available in your Amerant account.

Transfer Payments

Transfer over automated payments such as mortgage payments, gym memberships, student loans, and more so you don’t miss a single payment.

How ClickSWITCH Works

See how ClickSWITCH available with Amerant can help you switch over banks easily without the hassle of phone calls or extra work. Plus, it’s secure and safe.

The welcoming lobby interior of an Amerant Banking Center.

Setting Up ClickSWITCH®

Have a new or existing checking account with us? Here’s how you can set up ClickSWITCH®.

1
Step One

For new accounts, check your inbox for an email from noreply@amerantbank.com with instructions and a special link for you to create your secure account.

Already have an account with us? Ask your nearest branch about getting set up.
2
Step Two

Click the link in your getting set up email from ClickSWITCH® and create your account.
3
Step Three

Accept the terms of use.
4
Step Four

Click Start New Switch and follow the instructions.
5
Step Five

Once you finish answering the questions you’ll get a confirmation email that your switch has started. Then you’re all set!
6

Prefer to get help from a banking agent? Click below.
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Questions About ClickSWITCH® Accounts

ClickSWITCH® is an automated account-switching solution that allows you to securely set up transfers over your recurring direct deposits and automatic payments from your previous financial institution account over to Amerant Bank. This removes the hassle of contacting all your billing contacts and depositors to inform them of your new Amerant account. There are two ways to set up a ClickSWITCH® account: online or in one of our branches. Once you’re enrolled, you just input your payment and direct deposit information to our secure ClickSWITCH® system, submit the switch, and we’ll do the rest. You can monitor the progress and switch status in the Status column on your dashboard.

One way is to open a new checking account online at amerantbank.com. Once you open an account with us, you’ll receive an email from noreply@amerantbank.com with information on how to set up your account. The other way is to go to a nearby branch, open your checking account, and ask a banking specialist to enroll you into ClickSWITCH®. If you already have an account with us, you can still request to enroll in ClickSWITCH® at your nearest branch.

Yes. ClickSWITCH® uses the latest in online encryption protection to gather and store your switch information.

An automatic payment is an ongoing payment that is triggered outside of your account such as a monthly insurance bill, utility payment, or automobile loan payment.

A direct deposit is any payment that you regularly receive from an organization, such as your job, directly into your account. These could include payroll direct deposits, government direct deposits (social security, disability, etc.), and dividend direct deposits from investment accounts.

Ready to Switch to Amerant?

Let us help you move your bill pay, direct deposit, and other items seamlessly to your new account – so you can start enjoying the benefits of banking with Amerant. Contact a representative today.

* Approved online applicants for domestic checking accounts will receive an email from noreply@amerantbank.com to get started with ClickSWITCH®. The email provides instructions on how to create an account with ClickSWITCH® to transfer over their direct deposits and more. Customers also have the option to disregard the ClickSWITCH® email and not use this service. The option to visit a branch to enroll in ClickSWITCH® is also available.

USA PATRIOT Act
To help the government fight the funding of terrorism and money laundering activities, the Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What does this mean for you? When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may ask to see your driver’s license or other identifying documents.

Important Notice Regarding Wire Transfers
IF WE DO NOT HAVE YOUR FUNDS TRANSFER AGREEMENT IN OUR FILES, WE WILL NOT BE ABLE TO EXECUTE TRANSFERS. We value our relationship and it is important for us to safeguard your privacy and ensure that your funds are protected against fraudulent activity at all times. For this reason, we are providing you a link to our Electronic Funds Transfers Disclosure. Customers who request wire transfers through an Account Officer, should download the new wire transfer “Wire Transfer Form” to authorize this type of transaction. The E-sign Agreement will only need to be signed the first time a wire transfer is initiated. For fees related to this service, review our Schedule of Fees.

Deposit Agreement
Please review Amerant’s Deposit Agreement.

Important Information Related to the W-8 Form
The IRS implemented different W-8 forms for individuals and entities. For more detailed information regarding the W-8BEN and W-8BEN-E, visit www.irs.gov. Please complete the form(s) below:
  1. W-8 for Individuals (Personal Accounts W-8BEN) In accordance with U.S. Internal Revenue Service – IRS regulations, the Bank is obligated to withhold taxes on U.S. interest to foreign customers unless it has received a properly completed Substitute Form W-8BEN “Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding” from the customer. All Substitute Forms W-8BEN are registered and maintained in the Bank’s files. Please follow the link to the Substitute Form W-8BEN.
  2. Explanation of US Mailing Address. Please follow the link to the Form.
  3. Send all documentation to: documentos@amerantbank.com. Add copy of unexpired government issued ID for every beneficial owner.
Know Your Customer
Managing a successful Know Your Customer (KYC) Program is a requirement of the U.S. banking system. Learn More.

Funds Availability Policy
For details on when your deposited funds will be available, view our Funds Availability Policy here.

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