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: username@vip.pilot.com
• 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"