Coast Hills
Make the switch

We’ve made it easier than ever to make CoastHills your one-and-done financial institution. With ClickSWITCH, converting your non-CoastHills accounts (including bill-pay and direct deposit info) is fast and convenient.

Here’s how ClickSWITCH works:

  • Stop by a CoastHills location to speak with a Member Services Officer, or contact (805) 733-7600.
  • Once you have your SwitchTRACK code, or if you’ve already started your switch, log in to your account here:
  • Enter information for the existing accounts you want to switch.
  • Easily transfer direct deposits, switch automatic payments, and close old accounts.
  • You’re all set. After you switch your accounts, ClickSWITCH notifies your financial institutions and direct deposit sources.

After you set up your switch, you can use ClickSWITCH tools to make sure the process goes smoothly:

  • Switch Summary. View the progress of your switches.
  • Switch Status. See confirmation when your account has switched.
  • Balance Assist. You’ll get guidance on how much money to keep in your old account until the switch to CoastHills is complete.

Ready to make the switch? Speak with a Member Services Officer, or visit your nearest location. If you’ve already started, click here.