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.
Importar en Trandence
- Abre Trandence y ve a la página de Operaciones.
- Haz clic en Importar Operaciones en la esquina superior derecha y selecciona Subir CSV.
- Choose TD Direct and match your CSV’s timezone.
- Sube tu archivo guardado.
- 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.
- Haz clic en Importar y Revisar Resumen para finalizar.
📎 Download a sample TD Direct CSV file to see the expected format.
¿Necesitas Ayuda?
Si tu archivo no se carga, o si el bróker ha actualizado recientemente su formato de exportación, contáctanos en help@trandence.com. ¡Te ayudaremos a sincronizar tus datos sin problemas!