October 15, 2025 · New feature
Greenline now supports TD Direct Investing
Upload your TD Direct Investing statement and your holdings and cost basis get pulled in automatically.
TD Direct Investing is the oldest self-directed brokerage in Canada. It launched in 1984 as the first bank-owned discount brokerage in the country, and four decades later, it is still the largest bank-owned brokerage by client assets. A lot of Canadians placed their very first stock trade through a TD account, and plenty of those accounts are still running today.
TD Direct Investing statements now import into Greenline automatically. Upload your PDF and your holdings, cost basis, and account types come across without any retyping. RRSP, TFSA, RESP, Cash. All of it.
If you or your family have held a TD self-directed account for a decade or three, Greenline can finally show you what all of that time in the market has actually added up to.
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