Setting Up Your First Account

Adding your first account in Greenline takes about a minute. Here’s how.

Steps

1. Open Greenline and tap Add Account.
2. Give it a name. Something simple works, like “My TFSA” or “Joint Non-Reg.”
3. Select your brokerage from the list.
4. Choose the account type: TFSA, RRSP, Non-registered, RESP, LIRA, FHSA, or Corporate.
5. Import your data. You can use a PDF statement, a CSV file, a screenshot, or add holdings manually.

That’s it. Your account will appear on your dashboard right away.

Good to know

• You can rename your account at any time.
• You can change the account type later if you picked the wrong one.
• You can add as many accounts as you need, across different brokerages.

Still need help? Reach out at support@usegreenline.com.