Switch to CBC

You’ve decided to take advantage of the many benefits of joining a credit union, such as member ownership, less fees and lower rates. So you’re going to join CBC! Follow these easy steps to make the switch today!

1

Become a Member

Become a member

2

Open a Checking Account

Visit one of our 6 convenient branches or call us at 805-988-2151 to get your checking account up and running. Your checking account will come with a free Visa Debit Card! The member service representative assisting you will help you set up ClickSwitch to transfer your Direct Deposit, automatic payments and close your old accounts. Bring these account numbers with you when signing up if you can, or they'll be able to give you a SwitchTRACK code to finish the process at home.

3

Enroll in ClickSwitch

Want to switch your Direct Deposit and automatic payments at the click of your mouse? Now you can! Use our service ClickSwitch to streamline the process and close your old accounts. If have already have a SwitchTRACK code, click here to start! If you still need a code, please contact us at 800-477-2890. Make sure to use the SwitchTRACK code given to you when you opened your account.

4

Set Up Online Banking

Check your account balances on the go, transfer money in a flash, or even pay your bills in the safer, faster and cheaper way with SmartPay. Call CBC between 8:00 a.m. and 5:30 p.m. PST to set up your secure PIN code to log on for the first time. You’re financial information is just a click away!

5

Say Goodbye to Your Old Checking Account

Once you've completed all of your switches with ClickSwitch, you should be all set to go!

 

Welcome to CBC, we are so happy you joined!