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Import BMO InvestorLine Transactions

BMO InvestorLine is BMO's self-directed investment platform. HCC StockWatcher can import the CSV transaction export from BMO InvestorLine's account activity.

Export from BMO InvestorLine

  1. 1Log into your BMO InvestorLine account.
  2. 2Navigate to Account Activity or Transaction History.
  3. 3Select your account and the date range to export.
  4. 4Choose CSV as the download format.
  5. 5Save the file to your computer.

Import into HCC StockWatcher

  1. 1Go to the Transactions page and click Import.
  2. 2Select your BMO InvestorLine CSV file. The parser is auto-detected.
  3. 3Review the preview — each transaction is shown with date, symbol, quantity, price, and type.
  4. 4Confirm the import. Your holdings and estimated cost basis update immediately.

Parser Details

The BMO InvestorLine parser reads buy, sell, dividend, deposit, and withdrawal rows from the Transaction Type column and takes the ticker from Symbol/CUSIP. Commission comes from the Commission column.

Supported CSV Fields

Trade DateTransaction TypeSymbol/CUSIPQuantityPriceCommissionCurrency

What transfers from your BMO InvestorLine CSV

Exactly what the BMO InvestorLine parser reads out of the file, and what you will still need to enter yourself afterwards.

Read from the file

  • Buy and sell rows: Trade Date, the ticker from Symbol/CUSIP, Quantity, and Price.
  • The Commission column, applied as the fee on each trade.
  • Dividend, deposit, and withdrawal rows recognised from the Transaction Type column.
  • The Currency column when your export includes one; the Canadian or US market follows from it. An exchange suffix on the ticker, such as ENB.TO, is more specific and sets the market instead.

Entered by hand afterwards

  • Currency when the export omits the column. Rows then default to Canadian dollars on the Canadian market, so correct any US-dollar trades after import.
  • DRIP rows. DRIP is not one of the transaction types the parser recognises, so add reinvested shares as a buy.
  • A Symbol/CUSIP cell holding a CUSIP rather than a ticker imports as that CUSIP — replace it with the ticker.
  • Cost basis for positions transferred in from another institution.
  • Option contracts, bond terms, and corporate actions such as splits, mergers, and spinoffs.

Estimated capital gains, adjusted cost base, and the year-end United States and Canadian reference reports are all derived from these transactions, so anything missing here is missing from those figures too. See how estimated tax reporting works

Ready to import your BMO InvestorLine transactions?

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Related Resources

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HCC StockWatcher is an informational tool for portfolio tracking. All cost basis and P&L figures are estimates. Consult your brokerage statements and a qualified tax professional for official records.