TD Direct Investing - download transactions to CSV?

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Sep 19th, 2021 8:21 am

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Sep 18th, 2021 9:00 pm

Ambroch [OP]: Jr. Member; Aug 6, 2008; 169 posts; 188 upvotes

Sep 18th, 2021 9:00 pm

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.

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Sep 19th, 2021 12:27 am

shplad: Jr. Member; Sep 12, 2008; 172 posts; 73 upvotes; Canada

Sep 19th, 2021 12:27 am

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.

Sep 19th, 2021 8:21 am

Ambroch [OP]: Jr. Member; Aug 6, 2008; 169 posts; 188 upvotes

Sep 19th, 2021 8:21 am

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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