Banks · Canada

Convert TD Bank (Canada) bank statements to Excel or CSV

The TD layouts our reader is verified against are investment account statements — TD Wealth and TD Direct Investing — with an at-a-glance summary, holdings and activity sections. Download the PDF statement, upload it here, and get every transaction as a spreadsheet that is checked against the statement's own opening and closing balances before you download it.

Convert a TD Bank (Canada) statement

The TD Bank (Canada) statement layout

These notes come from real TD Bank (Canada) statements our reader has been tested against, not from a template guess:

  • Statements open with an 'Account at a glance' summary, followed by Holdings, Activity and Investment income sections.
  • Activity rows are buys, sells, dividends and fees rather than day-to-day banking transactions.
  • TD's own statement guides explain each field in the same order the sections appear, which makes the layout easy to follow.

How to download a PDF statement from TD Bank (Canada)

  1. Log in to EasyWeb at td.com (up to 7 years of statements are available online).
  2. Open the profile icon drop-down at the top of the screen and select Statements and Documents.
  3. Select the account, and refine the period with the Filter by year dropdown.
  4. Select a statement — it opens as a PDF overlay — and save or print it.

Once you have the PDF, drop it into the converter — you can check the result before you pay for anything, and the first 10 pages each month are free.

What to check after converting

  • The result is marked Reconciled — the rows reproduce the closing balance exactly. If a difference is shown instead, our guide to why a statement does not balance walks through the usual causes.
  • On investment statements, the balance check applies to the cash activity — not to the market value of the holdings, which moves on its own.
  • Convert one account at a time: a TD document can hold several accounts, and mixing them breaks every balance chain.
  • Spot-check two or three rows against the PDF, especially around page breaks. Our guide on how to check a conversion shows a two-minute routine.

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