TD WebBroker (Direct Investing, Waterhouse)

TD WebBroker (Direct Investing, Waterhouse) -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector ☉Core




Known Issues


In order to connect with TD Webbroker, make sure your 2-factor authentication setting is set to "Only when TD wants to confirm my identity", otherwise authentication will fail. 


Frequent Questions

2-Factor Auth : Can I get a phone call instead of a text message?

You can now select which phone number you want to receive your one-time security code delivered to. Please make sure to select the right number, as well as the right option whether you want a call or a text.

Enhancements (Planned)