TD WebBroker (Direct Investing, Waterhouse)

TD WebBroker (Direct Investing, Waterhouse) -> Wealthica Sync
ProductionStable
AccountsYes
PositionsYes
TransactionsYes
DocumentsNot supported
Connector☉Core

 

Known Issues

2-FACTOR AUTH SETTING

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?

When connecting a TD Webbroker account, Wealthica triggers the SMS 2-factor authentication option.  This option sends a text message to the first phone number you have listed in your TD Webbroker account. You can tell Wealthica to use the phone option instead by going to your TD settings and setting nickname "call me" for your first phone number.

 

Enhancements (Planned)