What is TotalCash Manager (TCM)?
What information is available through TCM?
Why do I need to set up TCM?
How do I obtain access to TCM?
Who can access TCM?
Do I need to complete a new TCM Access Authorization Agreement for every new account?
What is TotalCash Manager (TCM)?
TCM gives the financial professional firm the ability to view details of their clients' accounts via an easy-to-use, secure website.
What information is available through TCM?
TCM provides detailed information for each client's account, including transactions, balance history and copies of checks. You can also set up balance alerts to monitor a client's account balance.
Why do I need to set up TCM?
While signing up for TCM is optional, the Bank encourages you to use it as an everyday tool to view client account details. Additionally, TCM access is used to authenticate your identity when you contact the Bank. You and any other firm personnel who have been authorized to receive information from the Bank about client accounts must be set up as TCM users.
How do I obtain access to TCM?
To use TCM, you must complete the TCM Access Authorization Agreement and designate a TCM administrator (TCM Admin); Only one TCM Agreement is required per firm. After the TCM Agreement has been processed, we send an email to the designated TCM Admin containing login instructions and a TCM Reference Manual attachment.
Financial Professionals are granted access to their client accounts through the account application. To ensure your clients' accounts are linked to the correct TCM record, each application for a new client account must include your firm’s TCM Company ID and your financial professional ID number or code (if applicable) exactly as it appears on the TCM Agreement.
Once new client accounts are linked to your firm’s TCM Company ID, the TCM Admin may assign accounts to additional TCM users, as appropriate.
Who can access TCM?
One company administrator, the TCM Admin, can be designated for each TCM record. The TCM Admin has the ability to add other TCM users at the firm who are authorized to access client account information. Anyone at the firm who is authorized to contact the Bank on behalf of clients should be added as a TCM user.
Do I need to complete a new TCM Access Authorization Agreement for every new account?
No, it is not necessary to complete a new TCM Access Authorization Agreement for every new account opened by a client. New client accounts will be linked to you if your firm’s TCM Company ID and your financial professional ID number or code (if applicable) appear on the client’s application for the account. The TCM Admin may assign accounts to additional TCM users, as appropriate.