TD Ameritrade

Easily import your TD Ameritrade statement exports into Edgewonk 3.

Please make sure that your file comes in .csv Excel format when uploading into Edgewonk.

Please double-check that your file has the same columns in the same order as the screenshot below. Only if your format is identical, the import will work.

DATE

TRANSACTION ID

DESCRIPTION

QUANTITY

SYMBOL

PRICE

COMMISSION

AMOUNT

REG FEE

SHORT-TERM RDM FEE

FUND REDEMPTION FEE

DEFERRED SALES CHARGE

- How to prepare your Edgewonk import feature: read here

- After you have imported your trades, you can complete the trade input process. Although the final step is optional, we recommend it. The more data you provide about your trading, the more you will get out of the powerful Edgewonk analytics: read more about completing the input