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April 20, 2015 01:00:47 PM
In reply to Beth, Burlington
We appreciate you stopping by TD Helps today, Beth and we can certainly help!
To download transactions to Excel, if you are signed up for our Retail Online Banking, please click here to log in: http://bit.ly/1eaISlq. Then, please follow the steps below after logging in to 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 are not currently enrolled for Online Banking and would like to use this free service 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).
On the other hand, if you are a TD Bank BusinessDirect user, please direct your browser to http://bit.ly/1rvBmq8 and follow the steps below after logging in to your account:
-Locate Download Accounts sub-tab, which is under Accounts tab
-It should take you to Download Account Activity screen
-You may then select File Type and Account, and then click on Download button
Just in case you are looking to enroll for TD Bank BusinessDirect and you have your debit card, follow this link: http://bit.ly/1dl2HX6. Once you’re at the “Sign Up for TD Bank BusinessDirect” page, please complete the application. You will need your Business Taxpayer Identification number, account number, ATM/Debit card number, the business name, and your email address. When you are finished with the application, you will receive an email confirmation within 2 business days that contains your User ID and 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 for help. For hours and locations near you, check out: http://bit.ly/TDStores.
If you have any further questions in regards to enrolling for online banking or downloading transactions, please feel free to contact our Tech Support Specialists at 800-493-7562 - we are here to assist you 24 hours a day, 7 days a week.
Hope this provides some help, Beth and have a great afternoon!
Kristen P, Mount Laurel
April 20, 2015 01:02:55 PM