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November 16, 2014 11:39:50 AM
In reply to David, Monroe
Good Day, David and thanks for dropping by TD Helps with your question.
Although TD Bank Online no longer supports Microsoft Money, we do support a direct connection to versions of Quicken 2011 or newer and QuickBooks for Windows 2011 and newer. This applies to both Personal and Business accounts. You'll find all the details here: http://bit.ly/VWiinn. This link reviews the benefits of QuickBooks or Quicken and how to synchronize the system to your Online Banking account. Check out: http://bit.ly/1rdJX0S as this provides additional information such as Frequently Asked Questions and a Step-By-Step guide on how to update QuickBooks or Quicken on your computer.
If you are not currently enrolled for Online Banking and wish to enroll for Online Banking for your personal accounts, you may use our self-service option by visiting http://bit.ly/1lU2qfY to begin the enrollment process. In order to do so, you will need your account number, TD Bank ATM or Debit Card number, your Social Security Number and your email address. Once at the page, please select "Personal" from the drop down box. When you select continue, you will have to read and accept the Online Banking Service Agreement. Then you will be asked to enter your personal information including the items mentioned earlier and to create a user name and password. Finally you will be asked to create three security questions. When you finish the enrollment process, you will have immediate access to your account(s).
If you do not have the required information to set up for Online Banking or you need assistance enrolling, you may contact us 24/7 at 888-751-9000 to speak with a Banking Specialist. Upon proper account verification, we would be happy to help get you started.
If you do not have Quicken or QuickBooks, no worries, we have options for you! If you are signed up for our online banking, please check here http://bit.ly/1eaISlq and follow the steps below after logged onto your account:
Click on Account Name (it should be in blue)
Under Account History, please click on the drop down arrow and select All Available History
On the bottom of next page, you will see "To export account history, please choose a file format"
You may select the format from the list and then click on Export
If you have any further questions, please contact us at 1-800-493-7562 to speak with a TD Bank Tech Support Specialist, 24 hours a day, 7 days a week.
We hope you find our answers helpful and please don’t hesitate to return to TD Helps if you have any further questions.
LiShu R, mount laurel
November 16, 2014 11:40:49 AM