TD Direct Investment allows you to export your historical orders from the Advanced Dashboard web interface.
Exporting from TD Advanced Dashboard
- Log in to the TD Advanced Dashboard.
- Click on Historical Orders in the navigation.
- Choose Custom Date Range. Set the initial date as far back as the system allows, and the end date to today.
- Select YES under Order Detail to include full execution information.
- Click on the gear icon next to Account Detail and select Export List as CSV.
- Save the downloaded file to your computer.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose TD Direct and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TD Main”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample TD Direct CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at help@trandence.com. We’ll help you get your data synced smoothly!