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

Are you a Tangerine client looking to enjoy a seamless digital banking experience? One of the first steps is to link your external account. Read on as we delve into three different methods you can use to link an external account to Tangerine - through online banking, mobile apps, and customer service.

Option 1: Using Tangerine Online Banking

Linking your external account using Tangerine’s online banking platform is simple and convenient. You can do all this at the comfort of your home or office. Here is a step-by-step guide.

1. Go to the Tangerine website and log into your account.
2. Choose the "Profile & Settings" and select the "External Accounts" option.
3. Click on "Add Account" and fill in the required details of your external bank account.
4. Add the bank institution number, transit number, and your account number.
5. Verify your account details and confirm the link request.

Validation of your external account will take a few business days as Tangerine will make two small deposits to verify your account. Once this process is complete, your external account will be linked successfully to your Tangerine account.

Option 2: Using the Tangerine Mobile App

Mobile applications have revolutionized how we do banking, and Tangerine is no exception. The Tangerine mobile app is easy to use and allows you to link your external account with a few taps. Here's a nifty guide for you.

1. Download and install the Tangerine mobile app on your smartphone.
2. Login to the mobile app using your credentials.
3. From the menu, select "Profile & Settings".
4. Choose the "External Accounts" option.
5. Like in the online banking option, fill in your external bank details - Bank institution number, transit number, and your account number.
6. Confirm the information and submit the link request.

Keep in mind that your linked account will take a couple of business days to get verified, much like in the online banking option.

Option 3: Via Customer Service

Perhaps you prefer human interaction or want assistance in the process. In that case, Tangerine's customer service is available to help. Here's how you can link your external account via customer service:

1. Dial Tangerine’s customer service number: 1-888-826-4374.
2. Provide your client card number and PIN when prompted.
3. Select the correct options that lead you to talk directly to a representative.
4. Give them the details of your external account you would like to link. Ensure you have these details at hand to avoid any inconveniences.

The customer service representative will assist and guide you through the process. However, note that the verification process still applies and may take a few business days to complete.

Conclusion

Tangerine offers straightforward and secure options for you to link your external account. Whether you prefer doing it yourself through online banking, using the mobile app or with the help of customer service, the steps are well streamlined. Ensure to have a stable internet connection if you opt for the digital methods, and your external account details at hand if you choose the customer service. Linking your external account to your Tangerine offers heightened convenience and seamless access to your funds.

Remember, with proper use of Tangerine’s digital banking options, you can transform your banking experience from tedious to effortless.