Investing

TD Direct Investing - download transactions to CSV?

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  • Sep 19th, 2021 8:21 am
[OP]
Jr. Member
Aug 6, 2008
169 posts
188 upvotes

TD Direct Investing - download transactions to CSV?

For anyone who uses or is familiar with TD DI, how do you download transactions that are older than say 60 days? Doesn't seem to have that option. How does TD DI expect its clients to track and analyze its investments, especially in a taxable account? To manually type transactions from a statement in PDF is a PITA.
2 replies
Jr. Member
Sep 12, 2008
172 posts
73 upvotes
Canada
I can't count the number of times I asked TD this question. The answer
was already "so sorry, too bad for you".

You could open all your digital statements and run them through an
OCR program. That's about all I can think of.

It does stink, and it would be very little programming code for TD
to change it, but hey, innovation isn't a big thing in finance in Canada.
[OP]
Jr. Member
Aug 6, 2008
169 posts
188 upvotes
shplad wrote: I can't count the number of times I asked TD this question. The answer
was already "so sorry, too bad for you".

You could open all your digital statements and run them through an
OCR program. That's about all I can think of.

It does stink, and it would be very little programming code for TD
to change it, but hey, innovation isn't a big thing in finance in Canada.
It's not a finance in Canada thing. It's a TD Direct Investing thing. I also use RBC Direct Investing, BMO Investorline and Questrade. All these brokerages lets you download transactions quickly and easily to a .CSV file. I don't know how TD DI stays in business.

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