MD+ and TD Canada Trust

randye007's Avatar

randye007

08 Nov, 2021 02:13 AM

Hi,

    Just trying the Moneydance+ subscription on a trial basis.
   I linked TD Canada Trust and did not see my TD Direct Invest account listed. How do I download my TD Direct Invest account considering only the TD Canada Trust FI is listed in Plaid?

Thanks,
   Randy

  1. Support Staff 1 Posted by Jenny on 08 Nov, 2021 08:42 AM

    Jenny's Avatar

    Hi Randy,

    Using the Moneydance+ subscription service in Moneydance 2022 you can download banking type transactions, but unfortunately, investment transactions are not yet accessible.

    At this time, Moneydance+ does not support investment accounts. We are working with Plaid (the third-party aggregator the Moneydance+ service uses) to enable this and we hope this will be available soon, but I can't provide a date or timescale for when investment downloads will be included.

    --
    Jenny, Infinite Kind Support

  2. 2 Posted by randye007 on 08 Nov, 2021 06:04 PM

    randye007's Avatar

    Thank-you for the prompt response!

  3. 3 Posted by randye007 on 11 Nov, 2021 08:51 PM

    randye007's Avatar

    Visiting this website (https://plaid.com/products/investments/) shows that Plaid does support investment accounts. I checked that it is also supported in Canada.
    Am I missing something?

  4. 4 Posted by dwg on 11 Nov, 2021 09:26 PM

    dwg's Avatar

    Investments accounts will also need setting up on the link that Plaid provides to The Infinite Kind for Moneydance use.

    Sean posted a day ago that this is still being worked on.

  5. Support Staff 5 Posted by Maddy on 12 Nov, 2021 03:30 PM

    Maddy's Avatar

    For further information, please refer to our blog page.

    --
    Maddy, Infinite Kind Support

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