TD Direct Investment allows you to export your historical orders from the Advanced Dashboard web interface.

Exporting from TD Advanced Dashboard

1. Log in to the TD Advanced Dashboard.
2. Click on Historical Orders in the navigation.
3. Choose Custom Date Range. Set the initial date as far back as the system allows, and the end date to today.
4. Select YES under Order Detail to include full execution information.
5. Click on the gear icon next to Account Detail and select Export List as CSV.
6. Save the downloaded file to your computer.

Importare in Trandence

1. Apri Trandence e vai alla pagina Operazioni.
2. Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
3. Choose TD Direct and match your CSV’s timezone.
4. Carica il file salvato.
5. 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.
6. Clicca su Importa e Rivedi Riepilogo per terminare.

📎 Download a sample TD Direct CSV file to see the expected format.

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Hai Bisogno di Aiuto?

Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a [email protected]. Ti aiuteremo a sincronizzare i tuoi dati!