BMO InvestorLine

Sharesight allows you to bulk import your historical buy and sell trades directly from Flatex. 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. Navigate to your trading account.

3. Find the link to download your trades (TransactionHistory.csv file).

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.