How do I add another user or profile in the TD Authenticate app? (2024)

FAQs

How do I add a user to my TD account? ›

To add a TD Bank authorized user, log in to your TD Bank account online and click the “Accounts Summary” tab, or call customer service at 1 (888) 561-8861. You will need to provide their full name and birth date to add them as an authorized user.

You must both be present to set up the joint account, and the person being added to the account will require two pieces of approved identification - at least one being photo identification.

You can add someone to your bank account by contacting your bank directly. Usually, both the original account holder and the person to be added will need to go to the bank and fill out paperwork and show ID. Some banks may allow you to add someone to your bank account online or over the phone.

To add a co-owner to the bank account, you must be present in the branch to do so. Adding someone by phone or online is generally never an option. Here is what a co-owner can do when you add them to the account: They can do any transaction they wish on the account, including closing the account.

You can also use the TD Authenticate app to generate a security code for Two-Step Verification. The TD Authenticate app is a separate app that you can use to generate a security verification code without the need for texts or phone calls when logging into EasyWeb or WebBroker.

TD Ameritrade allows you the choice of using two-factor authentication (or multi-factor authentication), which adds another way to verify that you are the owner of your account. You can log in using your password and a text-message security code sent to your phone.

A joint bank account generally works like any other checking or savings account. The difference is that two people—married or unmarried partners, parent and child, senior and caregiver—own the account and both have full control over it.

Select "joint account" when you fill out your application or, after you fill in one person's information, choose to add a co-applicant. Both people may need their Social Security number, birthdate, mailing address, photo ID, and information for the accounts you plan to use to fund your new account.

A joint account is a bank or brokerage account shared by two or more individuals. Joint account holders have equal access to funds but also share equal responsibility for any fees or charges incurred. Transactions conducted through a joint account may require the signature of all parties or just one.

How do I edit my TD profile? ›

If you're unable to log in to the TD app: Ensure that you're entering your credentials correctly. Keep in mind the entry fields are case sensitive, so make sure you're entering the correct combination of upper- and lower-case letters.

How to open a joint bank account. The best way to open a joint account is to book an appointment for both account owners to visit a TD Bank. A TD representative will work closely with you both to explore how a joint account might help you reach your financial goals and make everyday banking easier.

Contact your bank and ask the procedure for adding a joint owner to the account. Generally, banks will require both the primary and the joint owner to be present at the banking facility.

To set up a Personal Payee, simply contact TD Canada Trust. Once this is completed, you can then make a payment electronically via EasyWeb to another person's TD Canada Trust bank account. Once you have the required information, call TD Canada Trust at 1-866-222-3456 and select the option to get help on EasyWeb.