Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
July 17, 2014 09:11:23 PM
In reply to Paula, Asheville
Welcome to TD Helps, Paula and thank you for reaching out to us with your question. We're happy to provide you with the steps to create a new User ID and password.
If you're not already enrolled for BusinessDirect, you'll have to enroll there first. A BusinessDirect account can be set up Online or at a TD Bank Store. To sign up Online click on: http://bit.ly/1lU2qfY and choose Business from the drop down box. Once at the “Sign Up for TD Bank Business Direct” page, please complete the application. To fill the application, the following information will be required: Business Taxpayer Identification Number, account number, ATM/Debit card number, the business name, and an e-mail address. When finished with the application, a confirmation e-mail will be sent and will arrive within 2 business days, which contains the User ID and password.
If you're having trouble setting up the account online, one of the signers listed on both of the accounts can visit a Store to receive assistance. Please follow http://bit.ly/TDStores for locations and hours.
We're suggesting enrolling for BusinessDirect since it allows signers to set up sub-users to take on specific roles. In your case, we recommend an authorized signer to set you up as a sub-user with an Administrator role. Roles can be added, edited and deleted from the Manage Roles page in your Online Banking account for your business. Once enrolled for BusinessDirect, complete the following steps to create the new role:
1. Click on “Users”
2. Click on "Manage Roles"
3. Select "Create New Role"
4. Type in role name and role description
5. Choose account access for the role
6. Click on “Assign These Permissions”
On this page specific access and permissions can be set-up to the BusinessDirect site. To give the ability to only view accounts, you would assign the account portfolio to Accounts 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.
Next, you'll create the User by following these instructions:
1. Click onto "Manage Users"
2. Choose "Add New User"
3. Complete each text box (for "Status" please select "Active")
4. In the "Role" section please select the name of the Role you created from the drop down box.
This video may be helpful in creating the sub-user: http://bit.ly/1fONoAb. If there are any troubles setting up a sub-user through TD Bank BusinessDirect, an authorized signer on the account is always welcome to give us a call 24/7 at 800-493-7562 to speak with a Digital Banking Specialist. A Representative will be able to answer any additional questions.
Thank you again for stopping by, Paula. Have a nice day!
Sandy D, Mount Laurel
July 17, 2014 09:13:31 PM