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Import TD Direct Investing Trades
Canadian/UK online broker
File format
CSV
Supported asset types
StocksOptions
How to export from TD Direct Investing
- 1Log into TD Direct Investing
- 2Go to the order history or trade activity report
- 3Export as CSV
- 4Upload the CSV here
Try it with our demo file
Download this real TD Direct Investing export and upload it to SureInsight to see the importer work before exporting your own history.
Download TD Direct Investments (First).csvHow SureInsight handles this format
- •Three export format variants are all supported automatically.
- •Options show the underlying ticker with contract details preserved for FIFO.
Ready to import?
Sign in to SureInsight, create a TD Direct Investing account, and drop your file in.
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