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Barbara Green, Chatham
November 13, 2014 03:50:05 PM
1 person recommended this |
In reply to Barbara Green, Chatham
Thank you for stopping by TD Helps, Barbara. We are more than happy to guide you in the right direction.
TD Bank Online supports 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.
Just in case if 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 e-mail address. When you are finished with the application, you will receive an e-mail 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 do not have Quicken or QuickBooks, no worries, we have other options for you! If you are signed up for our Retail 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 are a TD Bank BusinessDirect user, please direct your browser to http://bit.ly/1rvBmq8 and follow the steps below after logged onto your account:
-Locate Download Accounts sub-tab, which is under Accounts tab
-It should take you to Download Account Activity screen
-You may select File Type and Account, and then click on Download button
At this time; you may only download the current statement activity and your previous month’s statement from TD Bank Online Banking into your software in Excel format. Any statement information older than what you may currently view online will require manual entry.
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 this information answers all your questions. Please let us know should you have any further questions. Have a great rest of your day!
LiShu R, mount laurel
November 13, 2014 03:53:34 PM