TD Ameritrade (beta)

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 also double-check that your statement matches the one shown below. Your TD Ameritrade statement has to match the column and also the column order in order to be processed into Edgewonk.

DATE

TRANSACTION ID

DESCRIPTION

QUANTITY

SYMBOL

PRICE

COMMISSION

AMOUNT

REG FEE

SHORT-TERM RDM FEE

FUND REDEMPTION FEE

DEFERRED SALES CHARGE

Since the integration still has beta status, it’s possible that issues may come up. If you experience any issues, please send us the file you are trying to import and briefly explain what happens.

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