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How do I get to the export option to get a csv of my statement?
December 2, 2016 12:12:35 PM
In reply to agnes, athol
Thank you for sending your question to TD Helps, Agnes.
You should be able to export your recent transactions from current and previous statement cycles in CSV format. Any transactions older than your previous statement cycle will require manual entry.
If you are already enrolled for online banking, you can sign in here: https://go.td.com/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 have any trouble exporting your transactions, please feel free to contact our 24/7 Tech Support Specialists by dialing 800-493-7562 for assistance.
Thanks again for stopping by and enjoy your weekend!
LiShu R, Mount Laurel
December 2, 2016 12:12:52 PM