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



Step 1: Go to Quick View

Select the Expand my account button

Select the Expand my account button beside My Accounts.

Select Enable

Select the Enable button.

Select Let's Go

Select the Let's go button.



Step 2: Review Terms of Use

Enter login details

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 Terms of Use link

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

Review Quick View Terms

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

Select Accept to agree to Terms

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

View message and select Continue

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

Select My Accounts settings

Your available balances are displayed under My Accounts.

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

Select Manage quick view

Select Manage quick view.

Quick View adjustments

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.


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