How to use Quick View to view balances on the TD app

Learn how to use Quick View to view your account balances without logging in.
Download the TD app to get started.

Step 1: Go to Quick View

Select the Expand my account button beside My Accounts.

Select the Enable button.

Select the Let's go button.

Step 2: Review Terms of Use

You'll be prompted to log in. Enter your Username or Access Card number.

Enter your password in the Password field.

Select the Login button.

Select the Quick View Terms of Use link to reveal the detailed disclosure.

Review the Quick View Terms of Use and select the X (close) icon in the top left corner.

If you agree to the Quick Access Terms of Use, select the Accept button.

You'll see a message confirming that Quick View is now enabled.

Your account balances are now viewable before you log in to the app.

You'll still need to log in to make transactions.

Select the Continue button to return to the home screen.

Step 3: Manage Quick View

Your available balances are displayed under My Accounts.

Select the My Accounts Settings icon to manage your Quick View options.

Select Manage quick view.

From here, you can toggle Quick View on and off under Enable Quick View.

You can also add or remove accounts from Quick View or adjust the order they appear.

Congratulations! You've completed this tutorial.

Have a question? Find answers here