Tag Archives: transaction history

How Can I Look Up What I Did, When I Did It and for How Much in a CIBC Investor’s Edge Account?

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Some of the shares we have bought we have held forever after keeping only an annual eye on them. Others we buy to flip. We buy low, wait a bit, sell part of them high, wait some more, sell part of them higher, chortle as they crash as we rush in to buy more low, and in the meantime scoop up any distributions they make. We keep records of these multiple transactions, to gloat over our successes and wince over our failures. But we also sometimes use the Investor’s Edge transaction history to take a quick look at the last 13 months of confusing history. Here’s how.

How to Check the Transaction History for a Specific Holding in your Investor’s Edge account.

  1. Sign on to your account/s.
    1. Go to https://www.investorsedge.cibc.com/ie/index.html
    2. In the User ID field, type your User ID.
    3. In the Password field, type your password.
    4. Click on the Sign On button.
  2. From the link list on the left side of the screen, under Account Information, click on Transaction History.
  3. For example, say you wanted to know everything you’ve done with RY.
    To get all of the available data, click on the tab link labeled: last 13 months
  4. In the Filter By: section
    From the All Symbols drop-down list, select the desired investment. For example, select: RY
  5. The screen will display all of the available transactions during that time period for that investment. 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 CIBC Investor’s Edge Account.
  7. When you’ve finished your review,
    1. Click on the Sign Off button.
    2. For extra security, close your Browser session.

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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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Has the Transaction History ever helped you solve a puzzle? Please share your hard-won wisdom with a comment.