Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
TD Bank (US) allows you to grant access to your accounts by creating a User. This is done through TD Business Central U.S., accessed at businessconnect.tdbank.com, where you can add a new user with their own login credentials, assign them to groups for specific services, and configure their RSA SecurID profile. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Access is two-step: sign in to TD Business Connect (Business Central) first, then open eTreasury for account activity. The user you create below must be entitled to both.
Bank terminology
| Concept | TD Bank (US) term |
|---|---|
| Delegated user | User |
| Admin | System Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add a user
2. Add a user
Click
Add users.Select the user type as User (not System Administrator).Enter the required details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Required | |
| Country Code | Required |
| RSA SecurID profile | Required |
With an RSA SecurID profile, the phone number becomes optional. Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Assign groups
3. Assign groups
Select the available groups you’d like to assign to the user. Make sure the assigned groups include eTreasury entitlements so the user can reach account activity.
Users must be assigned to at least one group to access services. Groups define the specific accounts and services the user can access.
4. Finalize
4. Finalize
A review screen will allow you to review and confirm the changes you’ve made. To proceed and confirm the changes, click
Complete.Important notes
Use one user per account if separate connections are required.