• Log in to your TD Bank

• Confirm you are in the Business view with the toggle in the top right of the screen

• Click on "Users & Access" tab

• Click on "Add New Users" located in the bottom right-hand side.

• Fill out the form as follows:

• User ID: ClientNameAccountant1

• Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

• First name: TristanCPA

• Last name: Accountant

• Role: Accountant

• When you've finished, click on "Add New User"

If you do not have "Roles" assigned for your sub-users, please follow the instructions below:

• Log in to your TD Bank

• Click on "Users" tab

• Click on "Manage Roles"

• Click on "Create New Role"

• Role Name: Accountant

• Role Description: Accounting

• Check the following boxes for each account:

  • "Accounts"

  • "Wire Activity"

  • "Order Check Copies"

  • "Order Statement Copies"

  • "Account Nicknames"

  • "OFX"

• Select access level: "Alert Administration"

• Click on "Assign These Permissions"