How to Import Trades from TD Ameritrade Direct Instructions to TradesViz Step-by-Step Guide

Quick Start

To import your file from TD Ameritrade Direct Instructions, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose TD Ameritrade Direct Instructions.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

TD Ameritrade Direct Instructions

Currently Supported:

• Stocks
• Options

1. Log into https://webbroker.td.com and click "Trading" tab and then "Order Status".
2. Now click on the "Historical" tab and make sure to select your preferred date range.
3. Click on the download icon on the right side of the screen near the filter button to download the CSV file.
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative instructions for TD Advanced Platform:

1. Log into your TD Advanced Dashboard
2. Under Account Details tab > Historical Orders > Click on the 3 lines icon at the left side and click on "Export List as CSV" after choosing your preferred date range
3. Upload the .CSV file by clicking on the "Choose File" box in this page

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026