BlogSharesight Features & Tips

Track TD Direct Investing trades using Sharesight

by David Olsen, Content Manager, Sharesight

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

Track TD Direct Investing trades using 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

laptop - Sharesight - Add holdings : Canada

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

Automatically track ongoing trades

Once you’ve imported your historical stock and mutual fund trades from TD Investing you can also easily import future trades into Sharesight by using Sharesight’s broker email PDF contract note import feature.

If you don’t already have a Sharesight account, it’s free to sign up and get started - jump on board and get the complete picture of your investment portfolio today.

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