How to Link an External Account with Tangerine: A Comprehensive Guide

Accessing financial services has never been more convenient. With the advent of online banking, transactions that used to require a trip to your local branch can now be done from the comfort of your own home. Tangerine Bank leads the pack in providing customers with user-friendly digital banking services. This article provides a step-by-step guide on how to link an external account with Tangerine, through online banking, the mobile app, or by calling customer service.

Option 1: Linking Your External Account through the Tangerine Online Banking Platform

To link an account via Tangerine's online banking platform, login to Tangerine's website using your client number and password. After successfully logging in, select the ‘Profile and Settings’ option from the drop-down menu on the up-right corner of the page. In the ‘Links and Documents’ section, click on ‘Add account’. Input the necessary details of your external account then click on ‘Save’. The bank will take up to 3 business days to complete the process of linking the accounts.

Option 2: Using the Tangerine Mobile Application to Link Your External Accounts

You can also link your external accounts using the user-friendly Tangerine Mobile application which is available for download from the Apple Store and Google Play Store. After successfully logging in, tap on the menu icon and then on your profile picture. Under 'Links and Documents' section, tap on ‘Add account’. Enter the required details and tap ‘Save’. Again, it will take 3 business days for the process to be completed.

Option 3: Calling Customer Service for Account Linking

If you prefer not to use online or mobile banking, you have the opportunity to call Tangerine's customer service team. Dial the Tangerine contact number (1-888-826-4374), move through the voice prompts by choosing the ‘account’ option in the main menu, then the ‘link account’ option. You will then be asked to provide specific information about the account you wish to link. After confirming the information, the representative will submit the linking process and inform you when it will be completed.

Linking your external account with Tangerine gives you smoother, quicker access to your funds. Whether you prefer to use online banking, the mobile application, or the more traditional call center option, Tangerine's services are meticulously designed to be navigable and user-friendly.

As with all financial activities, security is paramount, so make sure to always keep your passwords and information to yourself. Remember, Tangerine will never ask for your password or PIN, and it is crucial that you keep these details confidential to protect your accounts from fraud or unauthorized usage.

Take advantage of the convenience Tangerine Bank has developed for you to manage your finances seamlessly. The times have changed-so should your banking!

Conclusion

Now you're all set! You now know the various ways to link an external account with Tangerine Bank. Pick the method that suits you best and lets you bank on your own terms. Happy banking!