Switch Kit

ClickSwitch Logo in color

 

Switch to Capitol Bank with ClickSwitch™

ClickSWITCH™ is a website that facilitates the moving of both outbound recurring payments and inbound direct deposits to your new Capitol Bank account.

If you’ve already been provided with a SwitchTRACK code by your Relationship Banker at Capitol Bank, you can proceed to the ClickSWITCH website to get started. For more information, please read below or contact Capitol Bank.

Get Started with ClickSwitch™

ClickSwitch screen on phone, tablet and desktop view

Direct Deposits

Switch your existing direct deposits and automatic payments to Capitol Bank.

Automated Payments

Move your account without wasting time contacting payees for automated payments.

Switch Assist

Use Switch Assist to see all your existing direct deposits and automatic payments in one place.

Switch to Capitol Bank in 5 easy steps

Making the switch to Capitol Bank doesn’t have to be a laborious undertaking. We’ve provided a few steps below to get you started, along with ClickSWITCH™, it’s a breeze. We’re more than happy to walk through the process with you as well.

1. Open an Account with Capitol Bank

Establish the account that will be most convenient for you to conduct your banking. You can open a Free Green Checking or Savings Account entirely online.

Apply Now   Learn About Our Other Personal Accounts

2. Stop using your previous checking account

Make certain all your checks have cleared at the institution where you have been banking, ensuring that you have funds to cover any automatic payments that may be made from your account. We generally recommend 1-2 months of overlap to ensure everything has properly transitioned.

3. Change your Direct Deposit

A direct deposit is any payment that you receive from a person or organization directly into your account. These include payroll direct deposits, government direct deposits (Social Security, Disability, etc.) and dividend direct deposits from investment accounts. Use the checklist below to organize the transfer of direct deposits to your new account using ClickSWITCH™.

  • Payroll
  • Pension/Retirement
  • Bonds and CDs
  • Annuities and other investments

4. Update Automatic Payments

An automated payment (or ACH) is a regular, ongoing payment that is initiated from your Capitol Bank account, such as a monthly insurance bill, utility payment or automobile loan payment. Use the checklist below to organize the transfer of your automatic payments to your new account using ClickSWITCH™.

  • Mortgage
  • Auto Loan
  • Insurance
  • Gas and Electric
  • Phone
  • Cellular Phone
  • Internet Service
  • Cable TV
  • Health Club Dues
  • Other?

5. Close your previous checking account

Send a written notice to your bank that you are closing your account and wish to transfer your funds to Capitol Bank. You may also be able to close your account online. Check with your current bank to confirm the simplest method or give us a call and we’ll help.

View a Sample Letter

Enroll in Digital Banking

Check account balances, transfer funds, deposit checks, pay your bills, and transfer funds to other individuals… all through your desktop, tablet, or mobile device. We offer a variety of products to get your financials under control.

Digital Banking

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Got Questions?

Let's talk. Get in touch with us for more information or if you have questions. We're happy to help.

Contact Us

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Digital Banking

Digital banking offers the security of traditional banking plus more flexibility.

Learn More

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Mortgage Loans

Capitol Bank offers several mortgage loan options for your unique needs.

Mortgages

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