Small Business Banking
Private Client Group
Personal Financial Services
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March 12, 2015 12:01:20 PM
In reply to jon, nyc
Hi Jon, thanks for writing in! It sounds like you're looking to merge your accounts to one profile so that they may be viewed together via Online Banking and we're happy to help with this!
If you're looking to link your personal accounts together, we ask you to please contact our Banking Specialists 24/7 at 888-751-9000. After one of our Specialists has verified you with the proper identification information, we'll be able to add the accounts to your Online Banking in no time. If you prefer assistance in person, you're welcome to visit a TD location for further assistance. Feel free to check out our TD Store locations here: http://bit.ly/TDStores for locations and hours near you.
To set it up so you can view your business account on the personal side of Online Banking, if you're the only signer on the business we ask that you give us at the telephone number listed above. If you are not the only signer on the business account, we must receive a signed, written authorization from each authorized signer on the business account. You may bring this information to your nearest TD Bank or fax this authorization to 1-856-533-7647.
Please provide the following information in your fax:
- Account number
- A brief statement requesting business account to be accessed under your personal User Name and Password
- The printed names and signatures of all authorized signers on the account
Another option available is to add your personal account to your business Online Banking, if you are currently using BusinessDirect. In order to do so, you will need to visit your local TD Bank Store during normal lobby hours to submit this request in person.
If your inquiry was asking to link your accounts in another way, please give us a call for further assistance or as always, you're welcome to visit us at any TD Bank location.
Have a great day, Jon and if you have any other questions, feel free to let us know!
Colleen B, Mount Laurel
March 12, 2015 12:02:44 PM