Small Business Banking
Private Client Group
Personal Financial Services
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November 26, 2014 03:27:58 PM
In reply to aslam, tavares
Thanks for connecting with us on TD Helps this afternoon, Aslam.
If you're looking to link your business account with your personal account so that you can view them together online there are a few ways available on how this can be done. You can view them together either on the personal side of Online Banking, or on BusinessDirect.
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 a call 24/7 at 888-751-9000. 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 will be adding 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. To find out TD Store locations near you, please visit, http://bit.ly/TDStores.
If you are not currently enrolled for Online Banking and wish to enroll for your personal accounts, you may use our self-service option by visiting http://bit.ly/1lU2qfY to begin the enrollment process. In order to do so, you will need your account number, TD Bank ATM/Debit Card, your Social Security number and your email address. Once at the page, please select "Personal" from the drop down box. When you select continue, you will have to read and accept the Online Banking Service Agreement. Then you will be asked to enter your personal information including the items mentioned earlier and to create a user name and password. Finally you will be asked to create three security questions. When you finish the enrollment process, you will have immediate access to your account(s).
If you do not have the required information to set up for Online Banking or you need assistance enrolling, you may contact us 24/7 at 888-751-9000 to speak with a Specialist. Upon proper account verification, we would be happy to help get you started.
If you would like to enroll for TD Bank BusinessDirect, and you have your ATM/debit card, please follow the link above and choose Business from the drop down box. After you select the link provided above, please choose "Business" from the drop down box and click on "Continue." Please complete the application. You will need your Business Taxpayer Identification Number, account number, your business name, and your e-mail address. When you are finished with the application, you will receive an e-mail confirmation within 2 business days that contains your initial User ID and password. If you do not have an ATM/debit card for your business, please visit your local TD Bank Store for further assistance.
If you are referring to linking the accounts in a different way, we ask that you submit a new question with additional details and we'll be glad to provide further information.
We hope this helps, Aslam and please let us know if you have any other questions.
Colleen B, Mount Laurel
November 26, 2014 03:29:09 PM