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I am an offsite bookkeeper for a small medical practice. Currently the doctor has online access to her business checking account. However, her log in creditals are linked to her personal checking account so when she logs in she can see both her personal and business transactions. I need to know if a separate log in can be created that would allow access to just the business checking account?
October 12, 2016 09:10:36 AM
In reply to Kathy, Vancouver
Thanks for your question, Kathy. We'd be glad to help.
The account holder is able to enroll the business account in TD BusinessDirect here: https://go.td.com/1dl2HX6. The account number, ATM/debit card, Tax Identification Number and email address associated with the account will be needed to sign up. Once the form is completed, within 2 business days, an email will be sent with a temporary User ID and password.
Once signed up, an authorized signer can set up a sub-user. You can set up a sub-user to help with the bookkeeping for your business. Roles can be added, edited and deleted from the Manage Roles page in your Online Banking account for your business. To add a role, please complete the following:
1. Click on “Users”
2. Click on Manage Roles
3. Type in role name and role description
4. Choose account access for the role
5. Click on “save role”
If you have any trouble, feel free to reach out to our Tech Support Specialists 24/7 at 800-493-7562.
If this is in regard to your Canadian account, we recommend reaching out to our friends on the Canadian TD Helps Team by visiting here:https://go.td.com/1QBOF4U.
If you'd like to reach out to TD Canada Trust directly, please take a look at their contact options here: https://go.td.com/1woOVay.
We hope this helps, Kathy. Have a good day.
Megan K, Mount Laurel
October 12, 2016 09:10:49 AM