Integration Database
TD Bank
Connecting Pilot and...

TD Bank

  • 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: usernamebooks1
  • Email address:
  • First name: Pilot
  • Last name: Bookkeeper
  • 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"

Who are you and why should I trust you?

Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.

Still have a question?

Feel free to send us an email or get in touch with us here.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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