October 30, 2025 · New feature
Greenline now supports RBC Direct Investing
Upload your RBC Direct Investing statement and your holdings and cost basis get pulled in automatically.
RBC is Canada’s largest bank, and Direct Investing is its self-directed arm. It launched in 1996 as RBC Action Direct and was renamed RBC Direct Investing in 2006. It is also the only bank-owned online brokerage in Canada that lets you hold and trade in multiple currencies at once, which is part of why it is a common home for Canadians who hold a meaningful amount of US stocks.
Now all of that finally sits inside Greenline.
Upload your RBC Direct Investing PDF statement and your positions, cost basis, account type, and multi-currency balances come in automatically. No more juggling a CAD account view and a USD account view to remember what you actually own.
More updates
September 10, 2026
Find your mutual funds in the Fund Library
Search more than 4,500 Canadian mutual funds and get sector and region allocations, fees, and holdings filled in for you.
September 1, 2026
Easier imports, short tours, and sign in with any email
Fix an import yourself, update every account from one place, get a quick walkthrough when you're stuck, and sign in with any email address.
August 21, 2026
Greenline in The Globe and Mail
Andrew Galbraith at The Globe and Mail tried Greenline and wrote about it. We're honoured.
August 6, 2026
Group your holdings, however you'd like
Bundle VFV, VOO, and XUS into one S&P 500 row. Or build a Big Five banks group. Your portfolio, your groupings.