Switch Kit

Make the switch.
It’s easier than you may think.

We know switching financial institutions is time consuming and maybe even a little intimidating. Trailhead has made it easy for you with ClickSWITCH,  our FREE online tool that safely and securely transfer accounts from other institutions – all with the click of a mouse.

Get started

  • Request your personal SwitchTRACK code from us. Call 503.220.2592 or visit any branch.
  • Use your code to securely log into ClickSWITCH
  • From there you can close your old account, transfer direct deposits, and switch automatic payments such as utilities, insurance, and club memberships to your Trailhead account.

That’s it! ClickSWITCH takes care of the rest, generating and sending completed account switch forms to your old financial institution on your behalf.

Be guided every step of the way!

ClickSWITCH lets you view the progress and details of your requested switches and track their transition to Trailhead:

  • Switch Summary – view the progress and details of your requested switches.
  • Switch Status – track and see confirmation when your account has been switched to your new Trailhead Checking Account.
  • Balance Assist – advises you on approximately how much money to keep in your old account until the switch to Trailhead is completed.

Don’t have a code yet?

Visit any branch or call our Member Services at 503.220.2592 to get your SwitchTRACK code and transfer your accounts today!

Note: We suggest that you keep your old account open for 30 days to allow time for the switch to be complete and for checks and automated payments to clear.