Toronto-Dominion Bank (TD Canada)

How to create and configure an authorized user in TD Business Central.

Overview

Toronto-Dominion Bank allows you to grant access to your accounts by creating a User. This is done through TD Business Central, where you can add a new user with their own login credentials, assign them to groups to grant access to accounts, and define their permissions.

Bank terminology

Concept	Toronto-Dominion Bank (TD Canada) term
Delegated user	User
Admin	System Administrator

Setup steps

1. Navigate to Administration

Sign in to TD Business Central.

Navigate to the Administration page.

2. Add user

Click the Add users button.

Select the user type: User.

Enter the required details as prompted by the interface.

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 to a group

Assign the user to at least one group. Groups determine the user’s entitlements, services, and the specific accounts they can access.

This must be done to grant account access. If a user is not in a group with at least one service, they will not have access to any accounts.

4. Complete setup

Review the information and complete the process. The user will receive a registration e-mail from TD Business Central to finish their setup.

Important notes

If your company has elected to set the security preference ‘Approval Required for Administrative Changes’ (Dual Administrator), the user is not committed to the database until the Add User function is approved by another System Administrator.

If no account access is assigned, the user will see no data.

Use one user per account if separate connections are required.