TD WebBroker - Balance Trending?

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Aug 31st, 2017 4:21 pm

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Aug 31st, 2017 11:55 am

bk2the6ix [OP]: Deal Addict; Aug 13, 2008; 3360 posts; 402 upvotes; Mississauga

Aug 31st, 2017 11:55 am

TD WebBroker - Balance Trending?

Hey guys,

Where do I go in webbroker to view the balance of a portfolio/account over a certain time horizon?

The performance tab on lists %s. Not the actual balances.

Thoughts?

2 replies

Aug 31st, 2017 12:00 pm

Guest37273939: Deal Addict; Jul 27, 2017; 2180 posts; 949 upvotes

Aug 31st, 2017 12:00 pm

see if this helps

webbroker-transaction-history-trick-dow ... s-1712319/

https://www.td.com/ca/webbroker/help/balancetrend.html

other than that a call to TD

Aug 31st, 2017 4:21 pm

D50M83: Sr. Member; Sep 29, 2014; 740 posts; 406 upvotes; GTA

Aug 31st, 2017 4:21 pm

You are looking for "personal rate of return"

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