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Our Customer Service Representatives are here to help you set up your new account and to make the process as smooth as possible. This step-by-step guide outlines the information needed to open an account, along with forms that will help you transition your account to First Columbia.

Open your new First Columbia account.

  • Stop by one of our 12 convenient branch locations to open your new account. A friendly Customer Service Representative will guide you every step of the way.
  • For your convenience, you may wish to complete the Customer Information Sheet ahead of time. Be sure to bring appropriate personal identification with you.

Get your Banking On-The-Go.

  • Once your account is open, be sure to sign up for First Columbia's free Online Banking by selecting the enrollment link in the Secure Online Banking section at the top of our website.
  • In addition, you can also register for the free Firstlink Mobile App and take your hometown  bank with you-wherever you go.(Standard  phone and data rates may apply.)

Set up direct deposit to your new account.

  • To simplify your banking, you may elect to have your paycheck or recurring payments deposited electronically. To help you manage multiple forms of income, we provide the Direct Deposit Organizer.
  • If your employer or source of income doesn't require a specific form, you may complete and submit the Direct Deposit Request to them to set up your direct deposit. For Social Security direct deposit, call the Social Security Administration at 1.800.772.1213 or go to

Switchover your automatic payments.

  • You can use the Automatic Payment Organizer to track automatic payments associated with your old account. This will help you to remember all your payments, even the ones that occur infrequently.
  • To switch payments to your First Columbia checking account, you can complete the Automatic Payment Request form. Some companies may have their own forms for you to use. 

Track your transfer.

  • Over the next month or more, monitor both your new and old accounts to make sure all your direct deposits and automatic payments transfer successfully to your First Columbia account. 

Close your old account.

  • When all services successfully transfer to your new account and all your checks clear, you are ready to close your old bank account using the other bank's designated form. The transfer process is now complete.