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I lost my quicken data base and need to rebuild. I can only get 3 months worth of info. Is there a way to recover the last 2 years? I need this for tax purposes and am willing to pay for this additional service
Steve, Meriion pa
April 29, 2015 06:36:12 PM
In reply to Steve, Meriion pa
Good morning, Steve. Thank you for stopping by TD Helps today with you inquiry.
At this time, you may download the current statement activity and your previous month’s statement from TD Bank Online Banking into your third party software. Any statement information older than the current or last month's statement periods will require manual entry. In case you need additional assistance, our dedicated Tech Support Specialists can be reached 24/7 at 800-493-7562.
Please keep in mind, our Retail online banking provides statement copies from April 2010 onwards in PDF format only (if your account was opened that far back). To view your previous statements, please first log onto your account and then follow the steps below:
1. Click on the accounts link at the top of the screen 2. Click on the account number you would like to view statements on 3. Click on the “Statements” tab. 4. Choose the statement period you would like to view and click “View Statement.”
If you have a business account with us and currently using TD Bank BusinessDirect online banking, you will have access to view your last 18 months of statements online. To view statement copies, after logging onto your BusinessDirect online banking profile, please follow these steps:
1. Click on the accounts link at the top of the screen 2. Choose the account you would like to view and click on “Statements” 3. Choose the statement period you would like to view and click “View Statement” 4. You may then click the print icon if you would like to print a copy of your statement.
You also have the option to save your statements to your computer in PDF format.
You're also welcome to contact a Customer Service Representative 24/7 at 888-751-9000, or via online Secure Message, who can mail the statements to your address on file. To send a secure message, please log in to your account online. Once you have done so, locate the ''Customer Service'' tab at the top right, and then click on ''Statement Copy,'' or Send a Secure Message in BusinessDirect. Please submit your request and a friendly Representative will respond shortly.
Or if you'd like, please feel free to visit any of our local Stores to obtain the copies. In many cases you can have them printed while you wait. Please see here: http://bit.ly/TDStores to find your local Store and lobby hours. Please note, depending on the type of statement copy you are looking for, additional fees may apply. For more information, please refer to your Account Guide and the current Personal Fee Schedule here: http://bit.ly/1cTejgt (located under “copies”).
We hope this information is helpful, Steve. Have a great night!
Cameron P, Mount Laurel
April 29, 2015 06:36:57 PM