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amy, dix hills
January 29, 2015 02:02:04 PM
1 person recommended this |
In reply to amy, dix hills
Thank you for joining us on TD Helps, Amy. We'd be happy to review our statement options with you.
Whether you're using our Retail Online Banking or TD BusinessDirect, you can download your statements at any time in PDF format and 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.
In order to do so, you must first be enrolled for online access. To enroll in personal Online Banking, please follow this link: http://bit.ly/1lU2qfY. You will need to have your account number, Social Security Number, ATM/Visa Debit Card number and email address to sign up. If you have any trouble enrolling, feel free to contact us 24/7 by dialing 888-751-9000 or by visiting a TD Store during lobby hours for help. For Store hours and locations near you please visit http://bit.ly/TDStores.
If you are already enrolled you can sign in here: http://bit.ly/1eaISlq.
After you are logged in, you can download your statements by selecting the "Accounts" tab. Next, you would then select the specific account that you would like to download the statement for. Then, select the "Statements" tab. By clicking "View" next to the statement, Online Banking will open a new window to display the images of your statement. You will then have to click the save icon at the bottom of the page to save the statement in PDF format to your computer.
To export your transactions from current and previous statement cycles, you will still 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 saving your statements or exporting your transactions, please feel free to contact our 24/7 Tech Support Specialists by dialing 800-493-7562 for assistance.
Just in case that you have a TD Small Business account and are not currently enrolled in TD BusinessDirect, we also have you covered. To enroll in BusinessDirect, you must first visit http://bit.ly/1dl2HX6 and complete the form provided. You will need to have your account number, Tax Identification Number, ATM/Visa Debit Card number and email address to complete the form. Once you are finished with the application, you will receive an e-mail confirmation within 2 business days that contains your User ID and temporary 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 during normal lobby hours for help.
If you are already signed up, you may log in here: http://bit.ly/1rvBmq8. After you are logged in, to download a copy of your statement in PDF format, please follow the same steps as listed above.
To export your transactions, you would still select the "Accounts" tab. Next, you will need to select "Download Accounts." It will then direct you to a page where you can select the specifics of your transactions such as format, account and dates.
If you have any trouble downloading your transactions or statements, please feel free to reach out to our Tech Support Specialists by calling the number mentioned above.
We hope this helps, Amy and have a great day!
Megan K, Mount Laurel
January 29, 2015 02:03:15 PM
It will not show me any transactions prior to 2017... how can I download my entire 2016 history into a csv file?
March 28, 2017 07:15:40 AM
1 person recommended this
In reply to Alexandra, Deltona
Thanks for joining in, Alexandra.
As we mention above, any information that is outside of your current statement period will require manual entry into any third party software that you may be using. We apologize for any inconvenience.
If you need to request statement copies, you are able to do so by contacting us directly using the methods mentioned above.
We hope to hear from you soon, Alexandra. Have a good day.
Megan K, Mount Laurel
March 28, 2017 07:15:54 AM