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after several years of using Ace money, I can no longer directly download my TD transactions. Is something different with security? what can I do to download my transactions?
December 15, 2017 06:04:02 AM
Saving & Managing Your Money
In reply to ellen, Melrose
We know how keeping track of transactions are important!
We're glad to assist you today in regard to downloading your statements.
As Ace is a third party website, you always have the option of contacting them directly for further assistance, since you mentioned you are no longer able to directly download your transaction history.
At this time 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.
To start, you must first be enrolled for online access. To enroll in personal Online Banking, please follow this link: https://go.td.com/1lU2qfY. You will need to have your account number, Social Security Number, ATM/Visa Debit Card number and email address to sign up. If you have any trouble enrolling, feel free to contact us 24/7 by dialing 888-751-9000 or by visiting a TD Store during lobby hours for help. For Store hours and locations near you please visit http://go.td.com/1f9DSJR. If you are currently already enrolled for online banking, please feel free to click: http://go.td.com/1eaISlq to log on.
After you are logged in, you can download your statements by selecting the 'Accounts' tab. Next, you would then select the specific account that you would like to download the statement for. Then simply select the 'Statements' tab. By clicking 'View' next to the statement, Online Banking will open a new window to display the images of your statement. You will then have to click the save icon at the bottom of the page to save the statement in PDF format to your computer.
Please note in order to complete this, you should be enrolled for paperless statements.
To export your transactions from current and previous statement cycles, you will still 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 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.
If you happen to have a TD Small Business account and are not currently enrolled in TD BusinessDirect, we also have you covered! To enroll in BusinessDirect, you must first visit https://go.td.com/1dl2HX6 and complete the form provided. You will need to have your account number, Tax Identification Number, ATM/Visa Debit Card number and email address to complete the form. Once you are finished with the application, you will receive an e-mail confirmation within 2 business days that contains your User ID and temporary password. In case you don't have a debit card or would like to have immediate access to online banking, you could visit your local TD Bank Store during normal lobby hours for help.
If you are already signed up, you may log in here: https://go.td.com/1rvBmq8 you are logged in, to download a copy of your statement in PDF format, please follow the same steps as listed above.
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 downloading your transactions or statements, please feel free to reach out to our Tech Support Specialists by calling the number mentioned above.
We hope this information helps a bit Ellen.
Alara B, Mount Laurel
December 15, 2017 06:04:24 AM