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It's your money – switching should be simple!

Moving your account to Community Bank of Santa Maria is now easier than ever, thanks to ClickSWITCH!

ClickSWITCH is an automated tool that helps you effortlessly and securely transfer all your direct deposits and automatic payments from your current financial institution to your new Community Bank of Santa Maria account. Plus, you can initiate the closure of your old account.

Why use ClickSWITCH?

ClickSWITCH takes the hassle out of switching by contacting businesses on your behalf, ensuring you don't miss a payment during the transition. Simply enter your payment and deposit information, and we'll handle the rest! Just a few clicks can save you hours of effort.

Switch Summary - Keep track of the progress and details of your switches.

Switch Status - Monitor and receive confirmation when your account is successfully switched to Community Bank of Santa Maria.

Balance Assist - Get guidance on how much money to keep in your old account until the switch is complete. We recommend keeping your old account open for 30 days to allow for confirmation and to ensure all checks and automatic payments have cleared.

Ready to switch?

Gather your automatic payment and direct deposit information from a previous statement, and get started with ClickSWITCH today! Log into your Online Banking and select Services > ClickSWITCH.


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ClickSWITCH is an automated account switching solution that makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from your previous financial institution account to your account with us.

Getting started with ClickSWITCH is easy! Log in to our Online Banking and select Services > ClickSWITCH.

You input your payment and direct deposit information to our secure ClickSwitch system, submit the switch, and we’ll do the rest. You can monitor the progress of your switches by clicking on the “View Existing Switches” on the home screen of your Dashboard.

You’ll need to gather all of your automatic payment and direct deposit information to get your switches started. A previous statement is a great source of information.

An automatic payment is a regular, ongoing payment that is initiated externally, such as a monthly insurance bill, utility payment, or automobile loan payment.

A direct deposit is any payment that you receive from an organization directly into your account, such as payroll, government deposits (Social Security, Disability), and dividend deposits from investment accounts.

Submitting a switch typically takes less than 90 seconds.

Switches are processed and sent out within 24 hours of submission.

Switches typically take 5-15 business days. It’s a good idea to review your switch status page for updates and to monitor your accounts.

If a switch shows as “Completed,” there’s no need to contact the biller or depositor. If a switch shows as “Mailed” for more than 15 business days, you may want to confirm with the company.

Companies require specific information to ensure your identity and update the account in their system.

If we don’t have a company’s address, please use the one indicated on the payment confirmation or statement the company sends you.

If a field has an asterisk, the information is required to submit the switch. You can save and continue later if needed.

You can check the “Status” column in your ClickSWITCH account. “Completed” means confirmed by the biller or depositor; “Mailed” indicates it is still in process.

It’s advisable to keep enough money in your old account to cover each payment until the switch status changes to “Completed.”

We recommend keeping enough money in your old account to cover payments until the switch status is “Completed.”

An “Action Needed” status typically means that the company requires you to update your banking information with them online. Details of the action will be shown in the Actions column.

If you provided an email address and enabled alert emails, you’ll receive updates via email. Otherwise, access ClickSWITCH through online banking to view switch statuses.

No, since bill payments are not automatically recurring, you cannot use ClickSWITCH for them.

Currently, there are no fees associated with the ClickSWITCH service. You will be notified of any changes.

For additional assistance, please call your New Account Representative or Central Operations Department at (805) 922-2900.

 
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