September 15, 2025 · New feature
Greenline now supports BMO InvestorLine
Upload your BMO InvestorLine statement and your holdings and cost basis get pulled in automatically.
BMO InvestorLine opened its doors in September 1988, which makes it one of the first discount brokerages in Canada. Back then, you had to trade in person, over the phone, or by fax. It did not move online until 2000. A lot of the Canadians who bought their first stocks in the 90s bought them through InvestorLine, and a lot of those same accounts are still sitting there today.
Those accounts are now welcome in Greenline.
Upload your BMO InvestorLine PDF statement and every holding, cost basis, and book value gets pulled in automatically. Over 100 of BMO’s commission-free ETFs show up correctly too, with the right cost base applied.
The Canadians who have had an InvestorLine account for 20 or 30 years finally have a way to see all of that history in one place, next to everything else they own.
Ready to see it all together? Get started in Greenline.
More updates
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.
August 5, 2026
Greenline now supports National Bank Direct Brokerage
Import your NBDB holdings and account activity straight from a CSV export, dividends and DRIPs included.
August 1, 2026
The portfolio chart got a glow-up
Dynamic colour, smoother animations, and new chart options like high/low markers and an on-chart value scale.
June 30, 2026
Filter your transactions
Filter by account, action, or holding to find any transaction in seconds.