Back to brokers & apps
BMO InvestorLine Logo

BMO InvestorLine

Sharesight allows you to bulk import your historical buy and sell trades directly from BMO InvestorLine. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import BMO InvestorLine historical trades

  1. Login to your BMO InvestorLine account.

  2. Use the Accounts dropdown to select All accounts, or pick an individual account if you have more than one.

  3. Navigate to the Transactions tab. Set your filters, then click Download and select CSV.

  4. Check that your file download contains the required information.

  5. Login to or Sign up for Sharesight.

  6. Click the Add investment button.

  7. Search and select 'BMO InvestorLine'.

  8. Upload your file. (You will be able to review the import before it is saved)

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.