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View Company Profile

Description

The Payments and Transfers Profile contains a record of:

1. Your company's Name, Address, Phone number and Company ID number
2. Your company's TD System Administrator information (Name, Connect ID and User ID).
3. The services and accounts registered.
4. The authorization type and level if your company has elected to use either Authorization or Authentication.

A Payments and Transfers Profile is available only if your company subscribes to the Transfers Service.

Accessing View Company Profile

To access the View Company Profile - Payments and Transfers Profile function simply click View Company Profile from the Administration sub-menu and then click the Payments and Transfers Profile link.

You are able to view this Profile only if you have been assigned a right to the Transfers Service unless you are a System Administrator. A System Administrator is able to view service/account details regardless of whether the Administrator has been assigned the service/accounts.

Security/Filtering

Payments and Transfers Account Grid

• The accounts to which you have been granted access are displayed in account number order.
• The Payments and Transfers Profile accounts grid details account type, and transfer limits (Daily Debit Limit, Per Debit Limit, Daily Credit Limit and Per Credit Limit) for each account.
• The accounts displayed are available to be used in each Payments and Transfers Service except External Accounts which are not available in the Bill Payments or Stop Payment Services.

• The ability to create Same Currency and CAD/USD Transfers is governed by type and limit of the accounts which have been assigned to you.

Field Definitions/Business Rules