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How Can I Look Up What I Did, When I Did It and for How Much in a BMO InvestorLine Account?

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There are stocks you buy and hold and never think about. But then there are other stocks that you buy, sell high, buy again low, get paid dividends or distributions from, sell part of your position, enjoy the benefits of a stock split, buy some more and sell for a killer profit. And then you do it all over again. Although I’m sure you keep meticulous records of these varied transactions, you can also use InvestorLine’s history function to take a look at what you’ve done with that one stock over the past 24 months. Here’s how.

How to Check the Transaction History for a Specific Holding in your BMO InvestorLine Account

  1. Sign in to your account/s.
    1. Go to https://www.bmoinvestorline.com/
    2. In the User ID or Account # field, type your account number or if you have grouped your accounts under one User ID, type your User ID.
    3. In the Password field, type your password.
    4. Click on the Go button.
  2. From the drop-down list at the top right of the screen, select which account for which you want to save the history.
  3. From the My Portfolio tab, select Transaction History.
  4. For example, say you wanted to know everything you’ve done with TD.
    1. In the Symbol: field, type TD
    2. In the From: field, select the earliest possible date.
    3. In the To: field, make sure the most recent possible date is selected.
    4. Click on the Refresh Transactions button.
  5. The screen will display all of the available transactions during that time period for that stock. So if you made some purchases and sales and received some dividends, they will all be reported.
  6. You can then Save this information to your own computer using the same procedure described in the article: How to Save your Account Transaction History for a BMO InvestorLine Account.
  7. When you’ve finished your review,
    click on the Sign Out link.
  8. For extra security, close your Browser session.

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How to Save your Account Transaction History for a BMO InvestorLine Account

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Tax time has just ended and with it I have been sorting out and storing various financial records for possible future audits. One record I like to keep on file is the transaction history for my BMO InvestorLine account. It provides me with a simple reference of every time money moved into or out of my trading account. Although I have other records with the same information, I like this format. Here’s how I made a copy of the transaction history in Excel and saved it on my personal computer. (Well, actually I saved it on a removeable disk that I store somewhere much more secure than on my PC.)

How to Save the Transaction History for your BMO InvestorLine Account

  1. Sign in to your account/s.
    1. Go to https://www.bmoinvestorline.com/
    2. In the User ID or Account # field, type your account number or if you have grouped your accounts under one User ID, type your User ID.
    3. In the Password field, type your password.
    4. Click on the Go button.
  2. From the drop-down list at the top right of the screen, select which account for which you want to save the history.
  3. From the My Portfolio tab, select Transaction History.
  4. To save your complete history
    1. From the From: drop-down list select the oldest date.
    2. Confirm the To: drop-down list has the most recent date selected.
    3. Click on the Refresh Transactions button.
  5. Near the top of the screen look for the blue Save link after the sentence:
    The information provided may be downloaded as a spreadsheet (.CSV format). Save
    The phrase .csv means comma separated values. This is a format that can be imported easily into most spreadsheets and even word processing programs.
    Click on the Save link.
  6. You will be prompted to either
    • Open the file with a spreadsheet program like Microsoft Office Excel; or
    • Save File

    Personally, I prefer to open the file first.

    1. Click to select the radio button beside your preferred choice.
    2. Then click the OK button.
  7. If you chose to open the file, your spreadsheet program will open a window with the data displayed.
    You may see a lot of ########## fields. That just means your column is too narrow to display the information.
    You can click on the narrow vertical line between two columns and pull the column to the right to widen it.
    You should then see proper values in the cells of that column.
    Repeat as desired.
  8. After checking the data is what you expect, you can save it.
    1. While holding down the Ctrl key, press S.
    2. You will be warned that you need to give the file a new name to save it.
      To dismiss the warning, click OK.
    3. In the Save As window
    • In the File Name: field, type a new name for the transaction history file.
    • In the Save as type: field, select the type of file to save it as. For example, I selected Excel Workbook.
    • Click on the Save button.
  9. If you are finished with your InvestorLine account, click on the Sign Out link.
  10. For extra security, close your Browser session.

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Do you find the Transaction History is useful when you are reviewing your InvestorLine account? Or do the e-statements meet your needs better? Please share your experiences with a comment.