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InvestorLine Self-Directed - Online trading
1-888-776-6886North America (Toll-Free)
1-416-355-8366International (Collect call)
InvestorLine adviceDirect - Online trading with advice
1-844-274-3762North America (Toll-Free)
1-416-355-8366International (Collect call)
Smartfolio - Portfolio management
1-844-895-3721North America (Toll-Free)
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By pressing Submit I consent to have my inputs shared with a BMO Professional and agree to any potential future communication in relation to this inquiry between me and the Bank of Montreal. Please note, any information you send to us is not encrypted. Do not send us any personal information (example; account numbers and/or passwords).
As a member of BMO Financial Group, BMO InvestorLine is committed to protecting your privacy as it relates to your personal information. This information is gathered in order to facilitate your request to have a BMO InvestorLine representative contact you. Your personal information will not be disclosed to other members of BMO Financial Group. For complete details, please refer to our Privacy Code.
Resources you may find helpful
- BMO InvestorLine Self-Directed accounts offer you the ability to have full control over your investments and provide you with industry leading research, support, and trading tools for one low fee of $9.95 per trade.
- For Self-Directed accounts there are no minimum account balances or account fees on accounts with balances over $15,000. Self-Directed accounts benefit from a flat fee per trade of $9.95 with 80 commission free ETFs. For more information on fees and what is included in fees click here.
- 5-Star is BMO InvestorLine’s premium VIP offering for clients with over $250,000 in assets and 15 or more trades per quarter. The 5-Star program has three tiers and offers preferred pricing, advanced tools and research and dedicated support.
- Opening a new account takes only a few minutes. Click here to start an application and the account opening process.
- You can open any number of accounts with BMO InvestorLine including Non-Registered accounts (single, joint, cash, margin) Registered accounts (TFSA, RRSP, RESP, RRIF), Locked-in accounts (LIRA, LIF, LRIF, LRSP, RLIFs and RLSP), Corporate and Non-Personal Accounts.
- Yes! Once you have successfully completed your online application and funded your account you will be able to start trading.
- At this time, for you to switch your existing Self-Directed account to adviceDirect please submit this form and we will give you a call at your earliest convenience or give us a call at 1-888-776-6886 to initiate the process. We will walk you through the process to update the appropriate forms and information on file and make sure the process goes smoothly for you.
- For existing clients you can use the “Transfer accounts” tab under “Move Money” to start the process for eligible institutions. For new clients you’ll need to open a new account by clicking here and completing the application. When you get to the “Fund Your Account” section select the “Transfer an Account” link and complete the required Authorization to Transfer Account form.
- Transfer times vary depending on the institution and the investments being transferred. It can take anywhere from two to six weeks. For more information see our FAQs.
- Details around our current promotion offerings can be found here. Eligibility criteria will differ between each promotion, please review the associated terms and conditions.
- For new accounts, enter the desired promo code in your application. For existing accounts please call us at 1-888-776-6886 or, if applicable, click on the enroll link in the email you received. If you are having any issues, please call us at 1-888-776-6886.
- Promotions are limited to one offer per client and for joint accounts only the primary holder is entitled to the offer. Any withdrawals from your BMO InvestorLine account(s) during the defined holding period will be deducted from your net new assets total.
- Whether you’re a new or an experienced investor, the BMO Investment Learning center has articles, videos, and tools to help you through any stage of your journey.
- Visit our Frequently Asked Questions for more information on Self-Directed investing with BMO InvestorLine.
- Whether you’re a new or an experienced investor, the BMO Investment Learning center has articles, videos, and tools to help you through any stage of your journey.
- Visit our Frequently Asked Questions for more information on Self-Directed investing with BMO InvestorLine.
- Need to find a form, agreement, or application? Visit our forms section for further information. Ready to submit your form or documents? Simply login to your account and go to “Accounts” tab under the “Documents” header and select “Document Upload”.
By pressing Submit I consent to have my inputs shared with a BMO Professional and agree to any potential future communication in relation to this inquiry between me and the Bank of Montreal. Please note, any information you send to us is not encrypted. Do not send us any personal information (example; account numbers and/or passwords).
As a member of BMO Financial Group, BMO InvestorLine is committed to protecting your privacy as it relates to your personal information. This information is gathered in order to facilitate your request to have a BMO InvestorLine representative contact you. Your personal information will not be disclosed to other members of BMO Financial Group. For complete details, please refer to our Privacy Code.
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Connect with an Investment Specialist from Monday to Friday 8 a.m. to 6 p.m. (ET).
1-888-776-6886 (North America)
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