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The TD Bank site lists checking history as available for 60 days. Is there any way to download a Quicken file with a longer amount of history than that? Or to pay to have access of any kind for more time, such as 1-2 years?
John, Essex Junction
March 24, 2015 10:36:48 AM
6 people recommended this |
In reply to John, Essex Junction
Hey John, we appreciate the visit and would be glad to help.
At the present time, you may download the current statement activity and your previous month’s statement from TD Bank Online Banking into Quicken (the most recent 60 days of activity). Please keep in mind that any statement information older than what you may currently view online will require manual entry. In case you need additional assistance, our dedicated Tech Support Specialists can be reached 24/7 at 800-493-7562.
We hope this helps and please have a good one.
Yen D, Mount Laurel
March 24, 2015 10:40:20 AM
In reply to Yen, Mount Laurel
as recommended in you answer I spoke to a dedicated Tech Support Specialists in order to download statement activity older than what I currently view online.
The answer of the dedicated Tech Support Specialists is, that there is no way to do so.
So I am confused with your answer - is there a way to download more than 60 days of statement activity as a cvs-file or not?
Klaus M, Miami
August 21, 2015 06:19:18 PM
In reply to Klaus M, Miami
Welcome to TD Helps, Klaus. We'd be happy to clarify.
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 for periods of the last 60 days. We apologize for any inconvenience this may cause, as any transaction information older than your previous statement cycle will require manual entry, and cannot be downloaded directly.
You are also able to request statement information by contacting us by dialing 888-751-9000 and speaking to our Representatives available 24/7, visiting any TD Store during lobby hours or by sending us a secure message via the Message Center while logged in to your online account. To double check Store locations and hours please visit http://bit.ly/TDStores.
Depending on the type of statement copy you are looking for, additional fees may apply. For more information, please refer to our current Personal Fee Schedule here: http://bit.ly/1cTejgt (please see "copies" for more details).
We hope this helps, Klaus, and have a good weekend.
Justin B, Mount Laurel
August 21, 2015 06:20:11 PM
In reply to Justin, Mount Laurel
How is TD Bank not capable of providing 18 months of account history, like your competitors do?
Astonished Customer, Fort Lee
June 13, 2016 07:22:26 AM
15 people recommended this
In reply to Astonished Customer, Fort Lee
Thanks for joining us on TD Helps, Astonished. We're happy to clear up some confusion.
You'll be happy to learn that TD Bank retains seven years of account history in our records. If your account was closed within this time frame and you'd like to access your prior statements, don't worry as we have some ways that this can be done.
If you still have any active account with us and you have the previous account number(s), you can request statement copies with one of our Banking Specialists, who can mail them out to you to the address we have on record. Please call Customer Service 24/7 at 888-751-9000 for assistance, anytime it's convenient for you. After account verification, we'll be able to help. Please note, you should expect to receive the copies in approximately 7 to 10 business days.
If you no longer have any active accounts with us, you'll want to request statements by stopping by any local TD Bank Store during lobby hours. Any one of our Customer Service Specialists would be able to assist. If the statements are recent, we may be able to provide you with the copies during your visit. We recommend contacting the TD Bank Store prior to stopping in, and to find a TD Bank near you, check out http://go.td.com/1WxWpIB.
If you should need records other than the statements on the account, such as check or deposit copies, we may also be able to accommodate your request when you contact us. Just let us know what you're in need of and we'll be glad to help. Please note that fees can apply for a copy request and take a look here: http://go.td.com/1cTejgt (under Copies) for more information.
We are always here to help, Astonished. Feel free to reach out to us with any other questions.
Kris M, Mt. Laurel
June 13, 2016 07:23:10 AM