Blog

Track TD Direct Investing trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Jan 1st 2023
Note: This article refers to TD Direct Investing (Canada). For information about importing trades from TD Direct Investing (Europe), please see this article.

It’s easy for Canadians trading with TD Direct Investing to track the performance of their stock and mutual fund investments using Sharesight. TD Direct Investing clients can import their trading history directly into Sharesight with our broker import wizard – plus import ongoing trades – unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

td direct investing Sharesight

Why use Sharesight with TD Direct Investing?

Importing your historical TD Direct Investing trading data

Importing your TD Direct Investing trades into Sharesight is easy. All you need to do is:

  1. Sign up for a FREE Sharesight account
  2. Download your historical trading data CSV from TD Direct Investing
  3. Import your historical trades into Sharesight using our broker import wizard

Import trades from TD Direct Investing

Once your trades are imported, Sharesight will automatically calculate the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Forward your trade confirmation statements to capture ongoing trades

The best way to capture ongoing trades from TD Direct is by forwarding the trade confirmation statements from your brokerage account to your unique Sharesight email address.

Note: As TD Direct does not email trade confirmations to customers, Sharesight users will need to download the statements from their brokerage account and manually forward these to Sharesight. This will ensure all trades are synced to Sharesight, inclusive of corporate actions such as dividends, mergers and stock splits.

Start tracking your TD Direct trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

Sharesight-Portfolio-NoLogo

FURTHER READING

Investing story Shani Jayamanne

The importance of investing for financial stability: Shani’s story

by Stephanie Stefanovic | Mar 10th 2024

We talk to Shani Jayamanne about her investing journey and why she believes investing is such an important tool for financial stability.

Product updates

Sharesight product updates – March 2024

by Ben Clendon | Mar 7th 2024

This month's focus was on adding support for thousands of exchange-traded commodities, improving CSV import functionality and refining the new holdings page.

5 ways Sharesight keeps your data safe

5 ways Sharesight keeps your data safe

by Ben Clendon | Mar 5th 2024

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.