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i would like to see detail back to December 2014 and download it to .csv. is that possible?
April 27, 2015 03:02:26 PM
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In reply to laurie, norfolk
Welcome to TD Helps, Laurie. We'd be happy to clarify.
Whether you're using our Retail Online Banking or TD BusinessDirect, you can download your statements at any time in PDF format and you can export your recent transactions from current and previous statement cycles in CSV, OFX, QFX and QBO formats. Any transaction information older than your previous statement cycle will require manual entry.
You are able to log in to your Online Banking account here: http://bit.ly/1eaISlq. To export your transactions from current and previous statement cycles, you will begin by selecting the "Accounts" tab. Next, you would then select the specific account that you would like to view. Online banking will automatically take you to the "Account History" tab; however, it will default to the Last 10 Days. Please click on the drop down arrow next to "Show Transactions From" and select "All Available History." At the bottom of your transaction history page, you will see "To export account history, please choose a file format" and there is a drop down box that enables you to choose a format to export your transactions.
If you are enrolled in BusinessDirect, you may log in here: http://bit.ly/1rvBmq8. To export your transactions, you would still select the "Accounts" tab. Next, you will need to select "Download Accounts." It will then direct you to a page where you can select the specifics of your transactions such as format, account and dates.
If you have any trouble saving your statements or exporting your transactions, please feel free to contact our 24/7 Tech Support Specialists by dialing 800-493-7562 for assistance.
Please know that exporting your statement information in formats other than PDF can only be completed for your current and previous statement periods or the last 60 days.
If you would like to view statement information from 2014, you are able to download them in PDF format or print the information while logged in to your online profile.
For Personal Online Banking, please follow the steps below to view your statements:
1. Click on the "Accounts" tab at the top of the screen
2. Click on the account number you would like to view statements on
3. Click on the “Statements” tab.
4. Choose the statement period you would like to view and click “View Statement”
5. You may then click the print icon if you would like to print a copy of your statement
To view your statements via BusinessDirect, please follow the steps below:
1. Click on the "Accounts" link at the top of the screen
2. Click “Statements”
3. Choose the statement period you would like to view and click “View Statement”
4. You may then click the print icon if you would like to print a copy of your statements
Again if you have any trouble please contact the number listed above.
You are able to request statement information by contacting us by dialing 888-751-9000 and speaking to our Representatives available 24/7, visiting any TD Store during lobby hours or by sending us a secure message via the Message Center while logged in to your online account. To double check Store locations and hours please visit http://bit.ly/TDStores.
Depending on the type of statement copy you are looking for, additional fees may apply. For more information, please refer to our current Personal Fee Schedule here: http://bit.ly/1cTejgt (please see "copies" for more details).
We hope this helps, Laurie and have a good day.
Megan K, Mount Laurel
April 27, 2015 03:03:35 PM