Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by TD Direct Investing.
United States, Canada
Track your TD Direct Investing portfolio with Wealthfolio
Bring your eligible TD Direct Investing accounts into Wealthfolio. View your registered and taxable investments alongside other institutions, with supported holdings and recent activity kept up to date.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your TD Direct Investing account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See TD Direct Investing alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from TD Direct Investing
- Available data
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- Stock and ETF holdings with account balances
- Buys, sells, and dividends
- Eligible accounts
- Eligible TD Direct Investing trading, RRSP, and TFSA accounts; empty, unused accounts may not appear.
- Available history
- Up to 90 days of account activity may be available.
- Updates
- TD provides holdings and balances daily; Wealthfolio refreshes once a day or whenever you choose Sync now. Transaction activity updates daily and is delayed by one day. Sync now retrieves the activity currently available.
How to connect TD Direct Investing
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
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Choose TD Direct Investing in Wealthfolio Connect and open SnapTrade's secure connection window.
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Review the terms and check that the browser is on SnapTrade's website.
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Enter your TD Direct Investing sign-in details there and complete any verification requested.
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Finish the connection, return to Wealthfolio, and review the accounts and recent activity.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the TD Direct Investing sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- TD Direct Investing provides the last 90 days of transactions through this connection. You can track the account with Holding Snapshots or add older activities manually or by CSV when you need a longer transaction history.
- TD may mark an empty, unused account as closed. Accounts with that status can be excluded from the connection.
- The activity feed covers buys, sells, and dividends. Other cash movements may need to be added manually or by CSV.
If activity history is limited, you can still use Wealthfolio's Holding Snapshots mode to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.
Frequently asked questions
Why is my TD Direct Investing account missing?
Empty, unused accounts may be marked as closed by TD and excluded from the connection.
How do I include older TD activity?
The connection provides up to 90 days. Import older activity or enter it manually; original trade confirmations may help reconstruct older purchases. Holding Snapshots is another way to track the account without a complete transaction ledger.
Why might TD ask me to sign in again?
SnapTrade lists an expected connection duration measured in days. If authorization expires, reconnect from Settings → Connected Accounts to resume updates.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect TD Direct Investing?
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