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How do I give read only access to my CPA to my account?
August 26, 2015 09:06:39 AM
1 person recommended this |
In reply to M, NYC
Thanks for coming to TD Helps with your question.
If this is in reference to personal Online Banking, we apologize; however, do not offer a sub-user functionality at this time.
If you have a business account, you may set up sub-users to take on specific roles when using BusinessDirect. Roles can be added, edited and deleted from the Manage Roles page in your BusinessDirect Online Banking account for your business. To add a role, please complete the following:
1. Log in to BusinessDirect by clicking here: http://bit.ly/1rvBmq8
2. Click on “Users”
3. Click on "Manage Roles"
4. Type in role name and role description
5. Choose account access for the role
6. Click on “Save Role”
On this page you will set-up the specific access and permissions to the BusinessDirect site. To give the ability to only view accounts, you would assign the account portfolio to account access only. Note: Sub-users cannot be deleted; they can only be marked as disabled and would not be able to log in to the site. Sub-users have their own User ID, password, security questions and answers. When a sub-user signs on for the first time, he or she will have to go through the same process of changing the password, accepting the User Agreement and setting up security questions.
If you are having trouble setting up a sub-user through TD Bank BusinessDirect, you’re always welcome to give us a call 24/7 at 800-493-7562 option 2 to speak with a Small Business Banking Specialist. They will be able to walk you through the process and answer any additional questions you may have.
Hope the rest of your week is fantastic.
Sandy D, Mount Laurel
August 26, 2015 09:14:00 AM
1 person recommended this