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My parents have an account with TD Bank. They added my sister to the account a year ago.
They are now 91 and decided to give power of attorney to all three daughters (the one on the account and the other two) I'm having trouble getting permission to view the account. Can you help me? gratefully, nancy
December 26, 2014 01:02:47 PM
1 person recommended this |
In reply to nancy, Cambridge
Thank you for joining us on TD Helps, Nancy. Welcome to the community.
You've mentioned that your parents have already added your sister onto their account and you wish to access it as well. To do this, you must first have your Power of Attorney documentation filed with the bank. If your parents are adding you and your sisters as a Power of Attorney on their TD Bank account alone, then all parties must visit the bank together during lobby hours to update the account. Everyone needs to bring their photo ID for confirmation and approval to add the new Signer(s) onto the account. Our notary on staff will file the documents for you to have full access to their account in the future. For help locating a TD Store near you, please click here: http://bit.ly/TDStores.
If you parents have already completed a general, durable Power of Attorney for you and your sisters, then you are able to bring that into the nearest TD Bank Store in your area at your earliest convenience. There is no need for everyone to come into the bank if you already have that legal document.
Once the account has been updated and you are added as an Authorized Signer, you will then be able to access the account as needed. We can assist you with online access to the account while you are in the Store, or, if you reach out to us by phone at 888-751-9000 a Banking Specialist can help you access the account online also. We're available by phone 24/7 and after proper authentication of the account, would be glad to help you enroll in Online Banking to access the account as necessary.
We hope this provides some help. Please let us know if you have any other questions. Take care!
Yen D, Mount Laurel
December 26, 2014 01:18:37 PM
In reply to Yen, Mount Laurel
I have a TD POA for my fathers accounts at TD. If my father's account is overdrawn due to his writing checks when he has insufficient funds, does TD have the authority to automatically transfer funds from my personal TD account to my father's account? This appears to have taken place and the TD branch said it was done to avoid the NSF charges that my father would have be subject to otherwise. The branch said that this is something that is initiated from head office and that they had nothing to do with the transaction. Neither my father nor I was advised that this transaction took place and only noticed the transfer upon receipt of a monthly statement.
Thank you for any insight you might offer.
August 3, 2015 10:10:51 AM
In reply to Linda, Toronto
Welcome to the TD Helps Community, Linda.
We wanted to inform you that you've reached out to TD Bank in the United States. Seeing that you're writing in from Toronto and as this is pertaining to your specific account, we recommend reaching out to our Partners at TD Canada Trust directly for assistance. They can be reached at 1-866-222-3456 and are available 24/7 for your convenience.
You may also submit your own inquiry on their TD Helps page here: http://bit.ly/1giEf7F.
Thanks for writing in Linda, and have a good one.
Alara B, Mount Laurel
August 3, 2015 10:14:36 AM
My wife will soon be the attorney-in-fact via a Power of Attorney for her father. We do not have TD Banks in Dallas, Texas, so how can she validate her identity and register as signatory? We do have TD financial services branches locally.
July 6, 2017 12:50:35 PM
In reply to John, Dallas
Thanks for joining in on the conversation, John.
We're happy to announce that the information our friend Yen provided above is still accurate, and has not changed.
If your wife wishes to add herself to her father's TD Bank account, we ask that she please visit a TD Store location, during lobby hours, to speak with a Customer Service Representative, who will be more than happy to assist her.
Please note that in order for her to be added successfully to her father's account, all signers will need to be present, and we ask that you also bring any documentation you have with you during your visit. If you're unsure of what you may need to bring, we invite you to contact the Store location you plan on visiting. To take a look at Store locations and their hours please visit http://go.td.com/1f9DSJR.
If you have any questions or concerns, you're also welcome to contact a Banking Specialist at 1-888-751-9000. Specialists are available 24 hours a day, 7 days a week.
We hope this helps clear up any confusion, John. Have a great day!
Brittany Mullen, Mount Laurel
July 6, 2017 12:52:08 PM