How far back can I download transactions?

George's Avatar

George

22 Jul, 2017 07:36 PM

Can I download ten years of transactions from TD Ameritrade?

  1. 1 Posted by dwg on 22 Jul, 2017 10:29 PM

    dwg's Avatar

    For direct connect most banks keep 30-90 days worth of transactions in that system

    For manually downloadable data it all depends on the institution, I would suggest looking at your instiitutions website and just seeing how far back it allows you to go.

  2. Support Staff 2 Posted by Jenny on 23 Jul, 2017 10:56 AM

    Jenny's Avatar

    Hi George,

    I can't advise for TD Ameritrade specifically - banks can differ regarding the amount of data they provide for download. As Des has mentioned, most banks only offer a few months of data via Direct Connect so you'd need to manually download the more historical files from your banks website. You can find the steps for manually importing files in this article.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 22 Oct, 2017 11:00 AM.

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