Import BMO InvestorLine PDFs

Here’s how to get your BMO InvestorLine statements out of BMO and into Greenline.

Download the statement from BMO

1. Log in to your BMO InvestorLine account.
2. Click on “MyPortfolio”.
3. Select eDocuments.
4. Choose the statement you want by clicking on it. The statements are available as PDFs that you can save to your computer or print.

Import it into Greenline

1. Open Greenline and go to the account this file belongs to. If you haven't added that account yet, add it first.
2. Press Upload.
3. Choose Monthly Statement PDF.
4. Drag the file in, or browse for it. One file at a time, up to 10 MB each.
5. Greenline puts the result in your Portfolio Inbox, the tray icon at the top of the screen. Open it, check what was found, and confirm.

Downloaded several months at once? Repeat these steps for each file.

Nothing changes in your portfolio until you confirm it in the inbox. If something was read wrong, you can correct it there.

Still having trouble? Contact us at support@usegreenline.com.