How do I add TD Waterhouse investing account to Quicken?
I went to "add accounts". Found TD Waterhouse Canada Inc. but when I select it the next windows tells me I am now setting up a manual account?!? What am I doing wrong?
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Hello @raddar,
In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.
I hope this information serves to be useful to you!-Quicken Jasmine
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TD Webbroker has always supported direct downloads. I just don't seem to be able to get it set up correctly :(
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Download of investment transactions from TD Waterhouse (Canada) is supported only for Web Connect; it is not supported for Express Web Connect. Hence, there is no "set up" in Quicken - you initiate it from the financial institution's online banking site/portal.
See this excerpt from the FIDIR.TXT (Canadian):
03349 03349 03349 TD Waterhouse Canada Inc. https://webbroker.td.com/ 1-800-465-5463 https://wb.authentication.td.com/uap-ui/index.html?consumer=webbroker&locale=en_CA#/index ACTIVE INVESTMENT&WEB-CONNECT NOT_QBP NA
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I found where I can download the investment transactions but only CSV format. I cannot seem to import this CSV into quicken as it only seems to support holding file not a transaction file from my investments at TD. What am I missing?
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previous discussions - on TD Waterhouse -
QWin - R54.16 - Win10
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I don't use TD Waterhouse, so I don't have specific knowledge; however, it is odd/interesting that you cannot download the transactions in QFX format because the FIDIR.TXT indicates that doing so is supported. If you are stuck with CSV, you might be able to use Quicken Pearl Wizard's utilities to convert the CSV files to QFX files that can be imported into Quicken.
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None of the previous articles actually have a solution to this. Quite disappointing…
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