Integrations · BanksConnect TD Bank to Well
Connect TD Bank through Plaid and Well reads your accounts, balances, transactions, and investment holdings, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from TD Bank
TD Bank feeds your accounts, balances, transactions, and investment holdings into Well through Plaid as a US brokerage connection. It is read-only; disconnect at any time from your workspace settings to revoke TD Bank’s access.
| From TD Bank | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- TD Bank → Well
TD Bank bank details
- ACH routing numbers
- 011103093011202910011305749011400071011600033011600525011600570021200957021201503021205871021207138021207413021302567021307708021912915026003243026013673026014193031101017031201328031201360031207801031901482036001808053201885053902197054001725063112809063113772063115631067011142067014822211274450211370095211370493211370545263170175
- Institution type
- Brokerage
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
- investment holdings
What Well does with your TD Bank connection
Connect
Connect TD Bank over Plaid: you authenticate with TD Bank through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from TD Bank on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each TD Bank entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from TD Bank lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions TD Bank unlocks
Ask in plain language. Well answers from your connected TD Bank connection, resolved against the rest of your stack.
Ask anything about your TD Bank connection
Ask about your TD Bank connection…
Connect TD Bank in three steps
- 01
Connect TD Bank through Plaid
From Well's Connections panel, search for TD Bank and click Connect. Well opens Plaid's secure flow, where you authenticate on TD Bank's side. Your TD Bank login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your TD Bank accounts, balances, transactions, and investment holdings and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history TD Bank makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. TD Bank is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How TD Bank stays secure with Well
Well connects to TD Bank through Plaid, the bank-aggregation layer. You authenticate on TD Bank's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, transactions, and investment holdings, but cannot move money, initiate a payment, or change anything at TD Bank. Disconnect any time from Well or your Plaid dashboard.
- granted
Read TD Bank records
The accounts, balances, transactions, and investment holdings TD Bank shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in TD Bank against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete TD Bank records
Not granted; TD Bank is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store TD Bank passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about TD Bank and Well
How do I connect TD Bank to Well, and how long does it take?
From Well, open Connections, find TD Bank, and click Connect. Well links TD Bank through Plaid: you authenticate on TD Bank's side in Plaid's secure flow, and Well receives a read-only connection. Your TD Bank login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, transactions, and investment holdings right after.
What does Well pull into the workspace from TD Bank?
Well brings in account, transaction, and balance from TD Bank and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so TD Bank stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does TD Bank unlock once it is connected to Well?
Once TD Bank is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its TD Bank source, so you can always trace a workspace record back to the original.
How does Well match an account from TD Bank to a workspace account in my workspace?
Each TD Bank account is scored against the candidate workspace accounts in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely workspace account prefilled and the TD Bank source attached.
How often does TD Bank sync with Well, and what triggers a refresh?
Well polls TD Bank regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on TD Bank's side stays modest.
Can I disconnect TD Bank and what happens to the data Well already pulled?
Open Connections > TD Bank in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from TD Bank; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is TD Bank's routing number?
TD Bank's ACH routing numbers are 011103093, 011202910, 011305749, 011400071, 011600033, 011600525, 011600570, 021200957, 021201503, 021205871, 021207138, 021207413, 021302567, 021307708, 021912915, 026003243, 026013673, 026014193, 031101017, 031201328, 031201360, 031207801, 031901482, 036001808, 053201885, 053902197, 054001725, 063112809, 063113772, 063115631, 067011142, 067014822, 211274450, 211370095, 211370493, 211370545, and 263170175. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on TD Bank's side, and the routing number is shown here as a reference.
Does Well read investment accounts from TD Bank?
Yes. TD Bank exposes investment holdings through Plaid, so alongside your accounts, balances, and transactions Well reads your holdings as a read-only feed, ready to categorise and query in conversation.
Which region does TD Bank cover in Well?
TD Bank is a US brokerage, connected through Plaid. Well reads its accounts, balances, transactions, and investment holdings as a read-only feed and never moves money or changes anything at TD Bank.
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Ready to connect TD Bank?
Connect once. Every account, transaction, balance from TD Bank becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.