by ThomasK » Mon Nov 30, 2015 3:45 pm
TD Direct Investing (nee Waterhouse) has revamped "WebBroker" and it looks pretty good.
(See "Issue for Canadian Users" where the inability to get transaction data was discussed)
NOW, under Account History there is an Export icon to a csv file. I'm going to try to set up the Generic Import in Fundmanager to get the transactions from TD into FM to save hastle and errrorrs. Apparently, in FM v2016 there is a Bug Fix that now skips transactions already in FM, I'll start a new post as to how.
FYI, the new WebBroker is being rolled out in phases, BUT you can jump to the head of the line by subscribing to the Advanced Dashboard, albeit for most there will be costs but for the wealthier clients they get the Dashboard free. Ah, to be rich...or make lots of transactions!
TK