ClickSWITCH

Now you can easily move recurring payments and direct deposits to a new account at Coastal Community Credit Union - all with the click of a mouse. With ClickSWITCH™ you can change financial institutions or move old accounts without the hassles of filling out multiple forms or wasting time contacting payees for automated payments. Simply log into the ClickSWITCH portal, from there you can switch your existing direct deposits and automated payment to Coastal Community Credit Union. Account information is transferred instantly. It’s fully automated and convenient paving the way for a smooth and speedy transition to your new account.

How ClickSWITCH Works:

  1. Visit any Coastal Community branch to get your SwitchTRACK code.
  2. Click here to access the ClickSWITCH portal
  3. Enter the SwitchTRACK code provided by Coastal Community Credit Union 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.

Switches Status

Track and see confirmation when your account has been switched to Coastal Community Credit Union.

Balance Assist

Advises you on approximately how much money to keep in your old account until the switch to Coastal Community Credit Union is complete. We suggest that you keep you old account open for 30 days to allow time for the switch to be confirmed and for cheques and automated payments to clear.

Get Started!