I have followed the instructions but TD Direct Investing is not in the list of supported brokers. Is it listed under a different name? Please confirm that my broker is currently supported by Plaid. The Plaid website has no information about Moneydance or TD that I could find.
Maddy on 20 May, 2022 02:19 PM
Although the development team is considering implementing a way of seeing all the banks supported by Moneydance+ via Plaid without signing up to the free 14-day trial, for the time being this is the only option.
Using the 14-day trial you can create a free account at: https://my.plaid.com by clicking GET STARTED at that link. This Plaid account has nothing to do with Moneydance, but it enables you to see the banks supported by Plaid. As part of creating a Plaid account you provide a phone number so that when you sign into Plaid it can use two step verification.
Once signed into your Plaid account you can then click the link to Add an Account.
You get the same screen as if you were in Moneydance+ and you can check the list to see if your Banks are supported.
It is my understanding that TD Canada Trust is supported but as you said TD Direct Investment doesn't seem to be listed unfortunately.
TD Canada Trust does not offer QFX downloads; I have opened a consumer
account with Plaid to see which banks are supported but Canada is not one of
the countries listed so there is no info on Canadian banks.
Today Sunday MD+ downloaded a transaction from a TD checking account from
last Thursday that did not come through on Friday; a transaction posted
yesterday in my Tangerine line of credit was not downloaded today. It seems
to be an issue with dates: are the available downloads via QFX different
from MD+? I can download all transactions via QFX by the next business day,
that does does not seem to be the case for MD+. See attached log
TD Canada Trust does not offer QFX downloads; I have opened a consumer account with Plaid to see which banks are supported but Canada is not one of the countries listed so there is no info on Canadian banks.
Unfortunately, we're not too familiar with each one of the applications that
use Plaid to allow connections between users' accounts and their services,
and I'm not well versed in the concept of "Downloads" in MD+, or the fact
that it sounds like you can re-sync account states to a point in the past. I
believe that the MoneyDance team is in the best position to assist here, and
they can reach out to our team by logging in to their developer dashboard
<https://dashboard.plaid.com/signin> and creating a support ticket specific
to your issue from there."