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​Switch to Coastal Community​​

Improving your financial health is our priority

  Why Join  

Why switch? Because we make decisions locally

We're based on Vancouver Island and the Gulf Islands. We make decisions based on knowledge of the local market — and, most importantly, getting to know you. 


Pain-free switching

Online account opening

Get a new account easily with a click of a mouse

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Payroll deposit transfer

The info you need to make it happen — digitally

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Move recurring payments

Use ClickSWITCH to quickly and easily move payments and deposits

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Transfer-in bonus

When you transfer in registered funds, get a little something extra

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Online account opening

Prefer to join us online? No problem! We've digitized the account opening process to make it even easier for you. 

Here's how it works:

  1.  Go to our online membership opening form
  2. Choose the type of account you'd like to open
  3.  Fill out the remaining details and verification steps
  4.  We will get in touch with you to complete the account opening
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Payroll deposit transfer

We'll help make sure your paycheque follows you to your new Coastal Community account.

Follow these steps to make it happen:

  1.  Phone us at 1.888.741.1010 to request your account info
  2.  A transfer form is filled out for you digitally
  3.  We send it back via secure email - ready for you to share with your employer
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Move recurring payments & deposits

Transfer your recurring payments and direct deposits, no matter how many there are - and without the hassle of paperwork! 

Switch now - here's how it works:

  1.  Phone us at 1.888.741.1010 and let us know you want to switch
  2.  With your personalized code, log into our secure online transfer service, ClickSWITCH
  3.  Move all your automatic deposits and payments through our online transfer service, ClickSWITCH
  4.  Track the progress and know when the switch is done
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Transfer-in bonus on registered funds

Not only do you get expert advice and a range of investment options, when you transfer your RRIF, RRSP or TFSA to Coastal Community, we'll also pay you a bonus! 

 We'll help transfer your registered investment into the right product

 A 0.5% bonus for the first year is paid up front & directly into your term deposit*

*Some conditions apply. Rates may change without notice. Offer is a minimum one-year term and not-redeemable/cashable within the first year.

How can we help you today?​

Coastal Community is here for you because we really care about you, our community, and financial health for all.