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I am trying to get detail of my transactions for October 2014 to February 2015. Would prefer CSV or Excel, PDFs would be OK.
May 22, 2015 04:33:21 PM
In reply to Ray, indiantown
Thanks for reaching us on TD Helps, Ray. We'd be happy to help you view this information.
The easiest and quickest way to view and print your statements is to check them out via your online account. Please know at this time, you are able to save your statements in PDF format. 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.
You are able to view your statements after logging in your account here: http://bit.ly/1eaISlq and following the steps below:
-Click on the Accounts tab at the top of the screen
-Click on the checking account number you would like to view statements on
-Click on the Statements & Notices tab
-Choose the statement period you would like to view and click View Statement
-You may then click the print icon if you would like to print a copy of your statement
If you have BusinessDirect, you are able to sign in here: http://bit.ly/1rvBmq8. To view your statement information please follow these steps:
- In the "Accounts" tab click onto "Statements"
- Choose the account and desired Statement Period using the drop down boxes
- Click onto the "View Statements" button
If you have any trouble viewing this information or you have specific questions, we ask that you contact our Tech Support Specialists directly for assistance. They are available 24/7 by dialing 800-493-7562 and would be glad to help.
Thank you again for stopping by, Ray and have a good day.
Megan K, Mount Laurel
May 22, 2015 04:34:11 PM