Search for all Transaction types — td_transactSearch • rameritrade

Can pull trades as well as transfers, dividend reinvestment, interest, etc. Any activity associated with the account.

td_transactSearch(
  accountNumber,
  startDate = Sys.Date() - 30,
  endDate = Sys.Date(),
  transType = "All",
  accessToken = NULL
)

Arguments

accountNumber: The TD brokerage account number associated with the Access Token
startDate: Transactions after a certain date. Will not pull back transactions older than 1 year. format yyyy-mm-dd
endDate: Filter transactions that occurred before a certain date. format yyyy-mm-dd
transType: Filter for a specific Transaction type. No entry will return all types. For example: TRADE, CASH_IN_OR_CASH_OUT, CHECKING, DIVIDEND, INTEREST, OTHER
accessToken: A valid Access Token must be set using td_auth_accessToken. The most recent Access Token will be used by default unless one is manually passed into the function.

Value

a jsonlite data frame of transactions

Examples

if (FALSE) {

# Access Token must be set using td_auth_accessToken
# Transactions for the last 5 days
td_transactSearch(accountNumber = 987654321, 
                startDate = Sys.Date()-days(5))

}