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I have personal checking and business checking account how I can link them together
rosemary, old bethpage
February 9, 2015 06:54:00 PM
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In reply to rosemary, old bethpage
Happy Monday to you and thanks for getting in touch with us, Rosemary. Great question and we'll be happy to respond.
Depending on the specific details of your personal and business account profiles, we may be able to link your accounts for online viewing over the phone. If you're currently using Personal Online Banking to access your account (if you'd like to check, the login can be found here: http://bit.ly/1eaISlq) and you'd like to add your business account for viewing, we'll be able to complete this via phone if you're the only Authorized Signer listed on your business account. You're welcome to contact one of our Tech Support Specialists 24/7 at 800-493-7562 to complete this.
If you're accessing Personal Online Banking and your business account has any Signers other than yourself, we must receive a signed, written authorization including each Authorized Signer on the business account. You may bring this information to your nearest TD Bank Store or fax this authorization to 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
If you're currently viewing your business account via TD Bank BusinessDirect and you'd like to view your personal account there instead, 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. Please note that if your personal account has more than one Authorized Signer on it, then everyone will need to step inside a TD Bank Store together to submit the request.
Hope this helps a bit, Rosemary! We look forward to speaking with you then.
Kristen P, Mount Laurel
February 9, 2015 06:55:22 PM