What is TotalCash Manager (TCM)?

Why do I need to set up TCM?

Who can access TCM?

How do I obtain access to TCM?

What information is available through TCM?

Do I need to complete a new TCM agreement for every new account?

What is TotalCash Manager (TCM)?

TCM is an online tool that aggregates a client’s bank information in a single location, so that a financial professional can monitor all accounts on one screen.

Why do I need to set up TCM?

While TCM is an optional feature, we encourage you to use it as an everyday tool to view details of your clients’ accounts. Additionally we use TCM access to authenticate your identity when you contact the Bank's Client Experience team. You and any other personnel who are authorized to receive information from us about clients' bank accounts must also be set up as TCM users.

Who can access TCM?

There is one main user or administrator (TCM Admin) for each TCM record. The TCM Admin has the ability to add other users who are authorized to access client account information. Anyone authorized to contact our Client Experience team on behalf of clients should be added as a TCM user.  

How do I obtain access to TCM?

To use TCM, you first must complete and submit the TCM Access Authorization Agreement, which you may access here. After the Agreement has been received and processed by the Bank, we will send an email to the TCM Admin listed on the Agreement that includes login instructions and a TCM Reference Manual. 

To ensure that the accounts are properly linked to the correct TCM record, applications for new client accounts must contain the TCM Company ID and the financial professional ID number (or code) exactly as it appears on the TCM Access Authorization Agreement. 

Once new accounts are linked to the TCM Company ID, the TCM Admin may then assign accounts to additional TCM users, as appropriate.

What information is available through TCM?

TCM allows you access to detailed information for each client's account, including transactions, balance history and check copies. You can also set up balance alerts to monitor a client's account balance. 

 Do I need to complete a new TCM agreement for every new account?

No. New accounts will be linked to the TCM Company ID assigned to the financial professional listed on the application.  The TCM Admin may then assign accounts to additional TCM users, as appropriate.