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November 11, 2015 11:40:21 AM
In reply to Tim, Waterbury
Thank you for reaching out to us on TD Helps, Tim! We'll be glad to answer your question.
If you are currently signed up for TD BusinessDirect online banking and would like to add a sub-user to the online banking only, we may help too! Please follow the steps below after logging on to your account from here: http://bit.ly/1rvBmq8
Click on Users Click on Add New Users button which is located on the bottom right corner Please complete the required fields such as User ID, Password, First name and Last Name, and then click on Add User button
Once a Sub-User is added, you may click on Manage Roles to assign different roles to your Sub-User.
We recommend checking out the Users and Roles Tutorial for the detailed step by step instruction. Users and Roles Tutorial link can be located on the left side of the screen on the Users page, underneath Help & Related Tasks.
Just in case you need additional assistance while setting us your Sub-User role, our dedicated Small Business Specialists are here 24/7 to assist you. They can be reached at 800-493-7562.
We hope this helps and please let us know if you have any additional questions, Tim! Take care and have a good day.
Brian M., Mount Laurel
November 11, 2015 11:42:09 AM