Note: Any company profile preferences that are set will affect all users that access Web Business Banking or a particular service.

Accessing Set Company Preferences

To access the Set Company Preferences function, simply click Set Company Preferences from the Administration sub-menu.

You must have the right 'Set Company Preferences' to perform this task.

Security Preferences

Approval Required for Administrative Changes
Once selected, this preference ensures that all administrative changes to your company profile require additional approval. To find out more, click here.

How do I change the preference Approval Required for Administrative Changes?

For more information on Web Business Banking Security Measures, click here.

Passwords will expire after the following number of days' is a preference that allows your company to set the duration in days after which a user must change their Connect ID password. This value will be used for all users within the company individually, including the TD System Administrator. By default, the Password Expiry is set to never expire, however values between the ranges of 7 to 255 days can be set by a System Administrator.

Payments and Transfers Preferences

Web Business Banking offers your company the option of selecting two levels of additional security, which can be selected for Transfers. These are Authorization or Authentication.

Authorization is a preference that ensures that all transfers and transfer reversals are authorized by an approved individual who has been granted the right to do so. The preference defaults to 'None' but offers the option of Single or Dual Authorization.

Authentication is an additional level of security beyond that of authorization, which can be selected by contacting your Account Manager. For both single and dual authentication, a Connect ID and an Authentication Device must be assigned to all individuals who have been granted the right to authenticate transfers.

Note: If your company is registered for Authentication, the authorization preference will not be available. Instead, the level of Authentication, either Single or Dual, is displayed.

Wire Payment Preferences

Company Daily Authorization Limit
This preference defines the maximum cumulative daily amount of payments that your company can authorize in Canadian dollars.

The Authorization Limit defaults to the maximum limit of $999,999,999,999.99 CAD but allows you to enter a lower amount.

Users can be granted access to the Company Daily Authorization Limit or a customized user limit can be assigned.

Note: This preference allows you to manage the amount sent to TD; however sufficient funds must exist for payments to be processed successfully.

Security Preferences
The Wire Payments service requires all payments be approved by either one or two users before being sent to TD for processing.

Authentication
Indicates that Authorization with Authentication is required. This security option is administered by TD and therefore is display only.

Account Names

Web Business Banking lets you rename your company's TD Bank accounts to a name that is more meaningful to your company. For example, if your company has an account that is used specifically to pay expenses, you may want to call this account, 'Expenses'. This account name becomes the default name for all services to which the account is registered and for all users assigned the right to this account.

If your company is registered for greater than 100 accounts, you will be prompted to 'Save and Continue' before accessing the next group of accounts.

Note: Save & Continue will be labeled Save if the preference Approval Required for Administrative Changes is selected by your company.

How do I rename my Company Accounts?

Note: Users have the option of overriding the company-defined name to a name that is more meaningful to them through user preferences.