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mike, Randolph, nj
December 24, 2015 07:33:52 PM
In reply to mike, Randolph, nj
Thank you for stopping by TD Helps, Mike. We are more than happy to guide you in the right direction.
TD Bank Online supports a direct connection to versions of Quicken 2011 or newer and QuickBooks for Windows 2011 and newer. This applies to both Personal and Business accounts. You'll find all the details here: http://bit.ly/VWiinn. This link reviews the benefits of QuickBooks or Quicken and how to synchronize the system to your Online Banking account, along with details of Bill Pay. Check out: http://bit.ly/1rdJX0S as this provides additional information such as Frequently Asked Questions and a Step-By-Step guide on how to update QuickBooks or Quicken on your computer.
If you are already enrolled for our online banking, please log into your online account by clicking here: http://bit.ly/1eaISlq, once you log in, please select the "Bill Pay" tab. You will then be asked to accept the Bill Pay user agreement. Once accepted, you can then immediately begin scheduling your bills!
If you are not currently enrolled for Online Banking and wish to enroll for Online Banking 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 or Debit Card number, 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 Banking Specialist. Upon proper account verification, we would be happy to help get you started.
At this time; you may only download the current statement activity and your previous month’s statement from TD Bank Online Banking into your software in Excel format. Any statement information older than what you may currently view online will require manual entry.
If you have any further questions, please contact us at 1-800-493-7562 to speak with a TD Bank Tech Support Specialist, 24 hours a day, 7 days a week.
We hope this information helps. Have a great Holiday!
Justin B, Mount Laurel
December 24, 2015 07:34:48 PM