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Documentation Index

Fetch the complete documentation index at: https://docs.waycore.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Tangerine Bank business accounts function primarily as business savings accounts and do not feature a standard business banking portal with granular delegated user management. Instead, you can grant access by adding a Joint Account holder. A joint Tangerine Account allows two or more clients to manage and use the same account equally. This process requires both individuals to be Tangerine clients and involves a phone-based setup.

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Bank terminology

ConceptTangerine Bank term
Delegated userJoint Account holder
AdminPrimary Account holder

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Setup steps

1. Primary Account holder initiates request

The Primary Account holder must call Tangerine at 1-888-826-4374.Provide the representative with the Joint Account holder’s full name and Client Number.Enter the required details as prompted by the interface.
Within 30 days of the initial request, the Joint Account holder must also call Tangerine at 1-888-826-4374.They must provide the Primary Account holder’s full name and Client Number to complete the process.

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Important notes

If no account access is assigned, the user will see no data.
Tangerine Bank business accounts are essentially business savings accounts and do not offer full operating bank account features like Interac e-Transfers, EFTs, or bill payments. Delegated user management may be extremely limited or non-existent for business savings accounts, requiring joint account setup instead.
Use one user per account if separate connections are required.