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Import BMO InvestorLine PDFs

Last updated: 2025-10-30

It’s easy to download and import your BMO InvestorLine investment data into Greenline.

Steps

  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.
  5. Just drop this into Greenline!

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

Still having trouble?

Reach out and we will help you get set up.

Email support@usegreenline.com