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Can I have a separate username and password for my business accounts for my office manager to check on the transactions but not able to move the money?
July 26, 2017 09:11:16 AM
In reply to Ken, Arlington
Hi Ken! Thanks for writing in with a good question!
Great news! If you are using TD Bank Business Direct for your business' online access, you can set up a separate username for your office manager. In fact, as the business owner, you should also be able to designate exactly what they can see and do when they access the account. Those restrictions are completely up to you.
If you're not already enrolled in Business Direct, it can be done in any of our Stores or by clicking here: https://go.td.com/1dl2HX6. To enroll online, you'll need your business and personal info, your Social Security or Tax Identification number as well as your account number from one of our business checking or savings accounts. An email will be sent to you within 2 business days with your initial username and password.
If you're already set up with TD Bank Business direct or have gotten yourself enrolled, login by clicking here: https://go.td.com/1rvBmq8. Once logged in, select the 'Users' tab. On the menu to the left you'll see a hyperlink that says 'Add a New User'. Click this link. You'll need to input a username, password, and your office manager's name, phone number, and email address. You'll then see a drop down menu that says 'Role'. Click the hyperlink next to it that says 'View the roles you can assign'. This will open a new window that will allow limiting access if necessary. You'll choose a name for the role and select the options that the office manager can have access to. Once you click 'Assign these permissions' it should populate into the drop down menu on the previous screen. Then click 'Add User', verify all information is correct and you're all set!
If you have problems in setting this up or any questions at all, please don't hesitate to give our Small Business Banking Team a call 24/7 at 800-493-7562, option 2 or stop in to see us at one of our Stores. To find one near you, please click here: https://go.td.com/1nq31dc.
We hope you find this information helpful. Have a great day, Ken!
Candice A, Mount Laurel
July 26, 2017 09:11:33 AM